Jonathan Clinton Campbell

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 07/2018
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2016 → 07/2018
  Schwab Private Client Investment Advisory, Inc.
  Lone Tree, CO
• 10/2018 → 01/2020
  United Income, Inc.
  Washington, DC
• 04/2022 → Present
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 10/2018 → 04/2022
  Capital One Investing
  Mclean, VA
• 09/2025 → Present
  Rfg Advisory Dba L7 Wealth
  Franklin, TN

Previous Registrations

• 2022-04-19 → 2025-10-14
  Creative Planning Institutional Advisors, Llc
  Frankline, TN
  Franklin, TN
  Newport Beach, CA
• 2018-10-11 → 2022-04-14
  Capital One Investing, Inc.
  Highlands Ranch, CO
  Franklin, TN
  Franklin, TN
  Franklin, TN
  Mclean, VA
• 2016-04-11 → 2018-07-31
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2013-01-09 → 2016-04-04
  Cuso Financial Services, L.P.
  Austin, TX
• 2009-12-16 → 2013-01-07
  First Independent Advisory Services, Inc.
  Austin, TX
  Tulsa, OK
• 2003-11-19 → 2009-12-16
  Osaic Fa, Inc.
  San Antonio, TX
  Austin, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2001-10-05 → 2003-07-11
  1St Global Advisors Inc
  Dallas, TX

Other Businesses

1) L7 Wealth; YES; 840 Crescent Centre Dr., Suite 600, Franklin, TN 37067; DBA; Owner/Founder/Advisor; Start: 9/8/2025; 160 hrs/mo; 160 during trading hrs; DBA name for advisory. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; Start: 9/8/2025; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-10
• S63 Uniform Securities Agent State Law Examination
  1997-12-17

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Clint Campbell