Unclaimed Profile

Jason Alexander Campbell

HERITAGE WEALTH MANAGEMENT, INC.·SAN DIEGO, California

SIE, Series 3, Series 4, Series 7, Series 7TO, Series 24, Series 52, Series 53, Series 57TO, Series 63, Series 66Clean record12 years registeredHERITAGE WEALTH MANAGEMENT, INC.

11440 W. BERNARDO CT., SAN DIEGO, CA 92127CRD# 6296420Firm CRD# 316956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Alexander Campbell · SAN DIEGO, CA

Registration

CRD #6296420 · HERITAGE WEALTH MANAGEMENT, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HERITAGE WEALTH MANAGEMENT, INC.

HERITAGE WEALTH MANAGEMENT, INC.

Jan 2022 – Jan 2025

SAN DIEGO, CA

COMMONWEALTH FINANCIAL NETWORK

Jun 2014 – Dec 2016

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 7TO

Series 24

Series 52

Series 53

Series 57TO

Series 63

Series 66

Registration record

First registered · June 12, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH MANAGEMENT, INC.

CRD 316956 · SEC 801-122719

AUM

$377M

Regulatory assets under management

Employees

819 client accounts

Services offered by HERITAGE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HERITAGE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Alexander Campbell offer?

Jason Alexander Campbell specializes in Financial Planning, Investment Management, Retirement Planning.

What are Jason Alexander Campbell's credentials?

Jason Alexander Campbell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Alexander Campbell located?

Jason Alexander Campbell is based in SAN DIEGO, California, last registered with HERITAGE WEALTH MANAGEMENT, INC..

How does Jason Alexander Campbell charge for services?

Jason Alexander Campbell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH MANAGEMENT, INC.?

HERITAGE WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $377M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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