Ronald J. Campbell

J. W. COLE ADVISORS

GLEN BURNIE, MD 21061

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CRD#: 1104236

Professional summary

Ronald John Campbell, CFP®, who also goes by Ron Campbell, is a registered financial advisor currently at J. W. COLE ADVISORS, INC. located in Glen Burnie, Maryland.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Ronald has worked at 9 firms and has passed the Series 63, Series 7, Series 22 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Campbell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ANNE ARUNDEL FINANCIAL SERVICES INSURANCE AGENT. FIXED ANNUITY SALES. INCOME BASED ON PRODUCTION. START DATE-12/2007 GLEN BURNIE, MD OWNER 12 PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald John Campbell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

April 16, 2019 - Present

J. W. COLE ADVISORS, INC.

Office #1: 7310 Ritchie Highway Suite 700, Glen Burnie, MD 21061

RIA

CRD#: 112294

GLEN BURNIE, MD

Past

January 17, 2012 - April 23, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

GLEN BURNIE, MD

Past

August 28, 2008 - January 25, 2012

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

GLEN BURIE, MD

Past

August 28, 2008 - January 25, 2012

USA FINANCIAL SECURITIES LLC

CRD#: 103857

GLEN BURIE, MD

Past

January 9, 2006 - December 31, 2007

USA FINANCIAL SECURITIES LLC

CRD#: 103857

GLEN BURIE, MD

Past

December 2, 2005 - January 26, 2006

WRP INVESTMENTS, INC.

RIA

CRD#: 7365

YOUNGSTOWN, OH

Past

December 2, 2005 - January 26, 2006

WRP INVESTMENTS, INC.

CRD#: 7365

YOUNGSTOWN, OH

Past

October 31, 2005 - December 9, 2005

OSAIC SERVICES, INC.

RIA

CRD#: 133763

GLEN BURNIE, MD

Past

October 31, 2005 - December 9, 2005

OSAIC SERVICES, INC.

CRD#: 133763

GLEN BURNIE, MD

Past

January 7, 2005 - October 31, 2005

SUNAMERICA SECURITIES, INC.

RIA

CRD#: 20068

GLEN BURNIE, MD

Past

August 23, 2004 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 26, 1984 - August 24, 2004

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

April 23, 1984 - July 2, 1984

MORGENTHAU & ASSOCIATES, INC.

CRD#: 6586

Past

March 15, 1983 - March 26, 1984

PLATINUM ASSOCIATES LTD.

CRD#: 10672

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA

Registered Investment Advisory firm - (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - (12/5/2001 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/16/2019)

IAR

Texas
(8/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/5/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/15/1984

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/11/1983

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/14/2004

General Securities Principal Examination

Current Firm

J. W. COLE ADVISORS, INC.

CRD#: 112294 / SEC#: 801-60722

RIA

Registered Investment Advisory firm - (11/23/2001 Approved)

Arizona

Registered Investment Advisory firm - (12/4/2001 Terminated)

Florida

Registered Investment Advisory firm - (12/5/2001 Terminated)

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Contact information

Main Address

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634

Mailing Address

Phone number

(813) 935-6776

Established

Firm type

Fiscal year end

# of Employees

512

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE PROGRAM (3/28/2025)

JWCA 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	29,614
AUM (Assets Under Management)	$ 7,195,237,282

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronald J. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald John Campbell's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

WRP INVESTMENTS, INC.

WRP INVESTMENTS, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

MUTUAL SERVICE CORPORATION

MORGENTHAU & ASSOCIATES, INC.

PLATINUM ASSOCIATES LTD.

Primary Firm SEC Registration

J. W. COLE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/5/1986

Series 7

Date: 9/15/1984

Series 22

Date: 3/11/1983

Series 24

Date: 12/14/2004

Current Firm

J. W. COLE ADVISORS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

J. W. COLE ADVISORS, INC.

TRUST BUT VERIFY

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