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JC

John Joseph Campbell

AVIANCE CAPITAL PARTNERS
NAPLES, FL
·CRD# 4248446·25 years experience

Professional Summary

John Joseph Campbell, who also goes by John Joseph Campbell Jr, is a registered financial advisor currently at AVIANCE CAPITAL PARTNERS LLC located in Naples, Florida. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

John Joseph Campbell Jr

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

AVIANCE CAPITAL PARTNERS LLC·CRD# 146597
RIA
2180 Immokalee Road, #301, Naples, FL 34110-1407
December 8, 2017 - Present
INTEGRA CAPITAL ADVISORS·CRD# 108976
RIA
Bonita Springs, FL
August 9, 2017 - October 30, 2017
PLATINUM WEALTH PARTNERS·CRD# 145507
RIA
Naples, FL
June 14, 2016 - July 31, 2017
CAPITALROCK INVESTMENTS, LLC·CRD# 166543
RIA
Naples, FL
September 25, 2015 - August 4, 2017
STRATEGIC ADVISERS LLC·CRD# 104555
RIA
Naples, FL
October 28, 2005 - September 14, 2015
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Naples, FL
December 5, 2000 - September 10, 2015

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Current Firm

AC
AVIANCE CAPITAL PARTNERS LLC

AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979
RIA
Registered Investment Advisory firm - SEC (3/25/2008 Approved)

Contact Information

Main Address

2180 Immokalee Road, #301, Naples, FL 34110-1407

Phone Number

(239) 598-4747

# of Employees

11

SEC notice filing (20 States and Territories)

Registered to provide investment advisory services in 20 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

974

AUM (Assets Under Management)

$1,125,638,667

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025Cover PageReport
09/24/2024Cover PageReport
10/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
AC
AVIANCE CAPITAL PARTNERS LLC

AVIANCE CAPITAL PARTNERS LLC

CRD#: 146597 / SEC#: 801-68979
RIA
Registered Investment Advisory firm - SEC (3/25/2008 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.
IAR
Florida
(12/8/2017)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Sep 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2000About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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