Jonathan Clinton Campbell
Investment adviser representative at Rfg Advisory, LLC
10 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Rfg Advisory, LLCSep 2025 to now
- Rfg Advisory dba L7 WealthSep 2025 to now
- Sageview Advisory Group, LLCApr 2022 to now
- Capital One InvestingOct 2018 to Apr 2022
- United Income, Inc.Oct 2018 to Jan 2020
- Charles Schwab & Co., Inc.Mar 2016 to Jul 2018
- Schwab Private Client Investment Advisory, Inc.Mar 2016 to Jul 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2975938
- Firm CRD
- 158401