Joel Anthony Campanella

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2012 → 06/2017
  Ccf Investments, Inc.
  Greensboro, GA
• 06/2017 → 06/2018
  Ameritas Investment Corp.
  Lincoln, NE
• 08/2011 → 06/2018
  Capital Choice Financial Services
  Greensboro, GA
• 06/2018 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Step 7 Solutions LLC; same as residence; used for taxes; Managing Member; start date=05/2015; hrs/mo=0; trading hrs/mo=0; no duties * Life and health insurance licensed; hrs/mo=20; trading hrs/mo=20; Independent agent NEW DIRECTIONS FINANCIAL GROUP, Is Not Investment Related, "2021 Cunningham Dr, Suite 210, Hampton, VA, 23666, United States", Life Insurance & Annuities, Agent, 2019-02-04, 1 hours per month, 0 hours per month during trading hours, Commission Compensation, Agent providing Life Insurance and Annuity solutions for clients through New Directions Financial Group HOPE FINANCIAL SOLUTIONS, Is Investment Related, DBA, Financial Professional 06/29/2018,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. JAKE KIELB'S HOCKEY FOUNDATION Is Not Investment Related, "5240 Adorato Dr, North Las Vegas, NV, 89031, United States", Sports, Coach, 5/1/2024, 16 hours per month, 0 hours per month during trading hours, Assist head coach in hockey related activities for youth sports EBAY SELLER Is Not Investment Related, "382 Grassy Pines Ct, , Las Vegas, NV, 89148, United States", selling sports cards, Self Employed, 4/1/2024,10 hours per month, 0 hours per month during trading hours, Other Compensation, "paid on selling sports cards, it varies"

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-06
• S63 Uniform Securities Agent State Law Examination
  2012-08-10