Jan S. Campbell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jan Soldinger Campbell, who also goes by Jan Amie Soldinger Campbell, Jan Amie Edmundson, was a registered financial professional .
Jan is a previously registered financial professional and started their career in finance in 2007. Jan had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 15, 2017 - January 5, 2018
WEALTHSPIRE ADVISORS
January 31, 2007 - February 7, 2017
TRICAPITAL ADVISORS INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Current Firm
WEALTHSPIRE ADVISORS
CRD#: 168095 / SEC#: 801-78179
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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