Jacquelyn
Campbell

Jenkins Wealth

CRD#6364442
Investment Advisor
in Odessa, FL

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About this Advisor

Jacquelyn Campbell is a financial advisor based in Odessa, Florida, working with Jenkins Wealth. Jacquelyn has previously held positions at Retirement Wealth Advisors, Jabrose Investment Group, Cwh Properties (Formally Campbell Financial Solutions, LLC), Triumph Wealth Advisors, Campbell & Co, Cpas, Pa; Dba Campbell & Co Wealth Adv & Cpas, Impact Partnership Wealth, LLC, Market Guard Securities, Inc, and Campbell & Company Insurance Advisors, Inc. Jacquelyn is registered to provide services in Alabama, Florida, and Georgia. Currently, Jacquelyn is part of Jenkins Wealth, which operates out of Odessa, Florida. The firm has 4 offices and 6 employees. The firm manages assets totaling $313.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Jenkins Wealth includes asset-based and hourly fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2400 Merchant Avenue
Odessa, FL 33556

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Jenkins Wealth Brokerage Details

Total Assets Under Management

$313,283,314

FL Average: $2,349,664,866
Total Number of Employees

6

FL Average: 28
Total Number of Accounts

1,615

FL Average: 1,101
Average Account Size

$193,983

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jacquelyn Campbell Work History

2024 - Present (0 year)

Impact Partnership Wealth, LLC

2021 - Present (3 years)

Campbell & Company Insurance Advisors, Inc

2020 - Present (4 years)

Market Guard Securities, Inc

2010 - Present (14 years)

Cwh Properties (Formally Campbell Financial Solutions, LLC)

1997 - Present (27 years)

Jabrose Investment Group

1994 - Present (30 years)

Campbell & Co, Cpas, Pa; Dba Campbell & Co Wealth Adv & Cpas

2016 - 2020 (4 years)

Retirement Wealth Advisors

2014 - 2016 (2 years)

Triumph Wealth Advisors

Disclosures

Please visit the SEC profile of Jacquelyn Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jenkins Wealth

David Henderson
Englewood, CO
Daniel Lee
Englewood, CO
Edward Gerber
Englewood, CO
Corey Ward
Spring Hill, FL
Jacquelyn Campbell
Odessa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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