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Jeffrey Robert Campion

Investment adviser representative at Savvy
14 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business

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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
  • Seminars and workshops

Experience

14 years in the industry.

  1. SavvyJun 2026 to now
  2. Merchant Giving ProjectFeb 2012 to now
  3. Bank of AmericaOct 2023 to Jan 2026

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TN).

Savvy

Legal name: Savvy Advisors, Inc.

$5BAssets managed
4,613Clients
209Advisers
4 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
8212474
Firm CRD
318493
Advisor's SEC record (opens in a new tab)
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