John C. Campbell

BENEFIT FINANCIAL SERVICES GROUP

Heath, TX

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CRD#: 2137874

Professional summary

John Christopher Campbell is a registered financial advisor currently at BENEFIT FINANCIAL SERVICES GROUP located in Heath, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. John has worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher 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®

None

Experience

Current

May 10, 2007 - Present

BENEFIT FINANCIAL SERVICES GROUP

RIA

CRD#: 143617

Heath, TX

Past

July 1, 2004 - June 1, 2007

BENEFIT FUNDING SERVICES GROUP

RIA

CRD#: 131878

IRVINE, CA

Past

March 2, 1993 - December 31, 2007

CETERA WEALTH SERVICES, LLC

CRD#: 13572

IRVINE, CA

Past

June 24, 1991 - February 12, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

June 24, 1991 - February 12, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

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

Texas
(10/6/2022)

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

IAR

Series 65

Date: 5/4/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/21/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA

Registered Investment Advisory firm - (4/17/2007 Approved)

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Contact information

Main Address

2040 Main Street Suite 720, Irvine, CA 92614

Mailing Address

Phone number

(949) 955-2552

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts	855
AUM (Assets Under Management)	$ 1,290,227,768

Red Flags

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

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John C. Campbell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BENEFIT FUNDING SERVICES GROUP

CETERA WEALTH SERVICES, LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BENEFIT FINANCIAL SERVICES GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/2004

Series 63

Date: 6/28/1991

Series 6

Date: 6/21/1991

Current Firm

BENEFIT FINANCIAL SERVICES GROUP

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENEFIT FINANCIAL SERVICES GROUP

TRUST BUT VERIFY

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