Jack Campbell
Director, Planning & Guidance at Aviance Capital Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Experience
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Aviance Capital Partners
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United States
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Investment Management
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1 - 100 Employee
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Director, Planning & Guidance
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Nov 2017 - Present
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Platinum Wealth Venture
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United States
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Financial Services
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1 - 100 Employee
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Executive Managing Partner
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Aug 2016 - Jul 2017
CAPITALROCK INVESTMENTS, LLC merged with PLATINUM WEALTH PARTNERS. PLATINUM WEALTH PARTNERS investment portfolios and planning strategies are sub-advised by CAPITALROCK INVESTMENTS, LLC. CAPITALROCK INVESTMENTS, LLC merged with PLATINUM WEALTH PARTNERS. PLATINUM WEALTH PARTNERS investment portfolios and planning strategies are sub-advised by CAPITALROCK INVESTMENTS, LLC.
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Partner
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Sep 2015 - Aug 2016
Completed merger with Platinum Wealth Partners Completed merger with Platinum Wealth Partners
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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VP/Senior Account Executive Private Client Group
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Aug 2000 - Aug 2015
Managed financial relationships that exceeded $1 billion dollars. Managed financial relationships that exceeded $1 billion dollars.
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Education
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Bridgewater State University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services -
Santa Clara University
Level 1 Certified Equity Professional, Leavey School of Business
Community
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