Jason A. 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.
Jason Alexander Campbell, who also goes by Jason Campbell, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2014. Jason had worked at 3 firms and has passed the Series 63, Series 66, Series 57TO, Series 7TO, SIE, Series 3, Series 52, Series 7, Series 4, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2022 - January 3, 2025
HERITAGE WEALTH MANAGEMENT, INC.
June 12, 2014 - December 22, 2016
COMMONWEALTH FINANCIAL NETWORK
June 12, 2014 - December 22, 2016
COMMONWEALTH FINANCIAL NETWORK
February 4, 2014 - September 11, 2014
COINBASE CAPITAL MARKETS CORP
Primary Firm SEC Registration
HERITAGE WEALTH MANAGEMENT, INC.
CRD#: 316956 / SEC#: 801-122719
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 57TO
Date: 7/16/2025
Securities Trader ExamSeries 7TO
Date: 5/5/2025
General Securities Representative ExaminationCurrent Firm
HERITAGE WEALTH MANAGEMENT, INC.
CRD#: 316956 / SEC#: 801-122719
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 491,221,951 |
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.
