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Current Employers
Campbell & Company Wealth Management, Llc

7211 Hiawatha Parkway, Spring Hill, FL 34606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
  • FL RA
    APPROVED
    Since 2026-07-16

Branch Locations

7211 Hiawatha Parkway, Spring Hill, FL 34606 • United States

2400 Merchant Ave., Odessa, FL 33556 • United States

2202 Highway 44 W., Inverness, FL 34452 • United States

15320 Cortez Blvd, Brooksville, FL 34613 • United States

Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-08
TX RA APPROVED 2024-01-04
  • FL RA
    APPROVED
    Since 2024-02-08
  • TX RA
    APPROVED
    Since 2024-01-04

Branch Locations

15320 Cortez Blvd, Brooksville, FL 34613 • United States

2202 Highway 44 W, Inverness, FL 34452 • United States

7211 Hiawatha Pkwy, Spring Hill, FL 34606 • United States

1688 White Circle Nw, Marietta, GA 30066 • United States

2400 Merchant Ave, Odessa, FL 33556 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Wealth Advisors Spring Hill FL 04/2016 10/2020
Jabrose Investment Group Spring Hill FL 07/1997 Present
Cwh Properties (Formally Campbell Financial Solutions, Llc) Spring Hill FL 12/2010 Present
Campbell & Co, Cpas, Pa; Dba Campbell & Co Wealth Adv & Cpas Spring Hill FL 01/1994 Present
Impact Partnership Wealth, Llc Marietta GA 01/2024 Present
Market Guard Securities, Inc. Spring Hill FL 09/2020 10/2024
Campbell & Company Insurance Advisors, Inc Spring Hill FL 08/2021 Present
Campbell & Company Wealth Management, Llc Spring Hill FL 05/2026 Present
Campbell Innovative Llc Spring Hill FL 09/2025 Present
  • 04/2016 → 10/2020
    Retirement Wealth Advisors
    Spring Hill, FL
  • 07/1997 → Present
    Jabrose Investment Group
    Spring Hill, FL
  • 12/2010 → Present
    Cwh Properties (Formally Campbell Financial Solutions, Llc)
    Spring Hill, FL
  • 01/1994 → Present
    Campbell & Co, Cpas, Pa; Dba Campbell & Co Wealth Adv & Cpas
    Spring Hill, FL
  • 01/2024 → Present
    Marietta, GA
  • 09/2020 → 10/2024
    Market Guard Securities, Inc.
    Spring Hill, FL
  • 08/2021 → Present
    Campbell & Company Insurance Advisors, Inc
    Spring Hill, FL
  • 05/2026 → Present
    Spring Hill , FL
  • 09/2025 → Present
    Campbell Innovative Llc
    Spring Hill , FL
Previous Registrations
Other Businesses

1) CAMPBELL & CO INSURANCE ADVISORS; NON INVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; INSURANCE SALES; PRESIDENT; 08/2021; 5HRS/MO;5HRS/MO DURING SECURITIES TRADING HOURS; INSURANCE SALES 2) CAMPBELL & COMPANY CPA'S, PA DBA CAMPBELL & CO WEALTH ADVISORS AND CPAS; YES INVESTMENTRELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; CPA & CONSULTING FIRM; PRESIDENT; 01/1994; 200HRS/MO; 50HRS/MO DURING SECURITIES TRADING HOURS;INVESTMENT RELATED CPA & CONSULTING FIRM. PODCAST: BEYOND THE Money. 3) JABROSE INVESTMENT GROUP, INC; YES INVESTMENT RELATED; 7211 HIAWATHA PKWYSPRING HILL, FL 34606; COMMERCIAL RENTAL; PRESIDENT; 07/1997; 5HRS/MO; 5HRS/MO DURING SECURITIES TRADING HOURS; COMMERCIAL BUILDING RENTAL. 4) CWHPROPERTIES, LLC; YES INVESTMENT RELATED; 2400 MERCHANT AVE ODESSA, FL 33556; COMMERCIAL RENTAL; PRESIDENT; 12/2010; 5HR/MO; 0HRS/MO DURING SECURITIESTRADING HOURS; LANDLORD. 5) SUCCESSOR TRUSTEE; NON INVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; SUCCESSOR TRUSTEE OF FAMILY FRIENDS;SUCCESSOR TRUSTEE; 10/2017; 5HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. 6) Author of several books; NOT INVESTMENT RELATED; SPRING HILL, FL; SALE OFBOOKS ON AMAZON; AUTHOR/CREATOR; 5/1/2023; 12HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS. AUTHOR, EDUCATOR. 7) GUARDIAN DST SERVICES, LLC; YESINVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; ESTATE PLANNING TEAM; FINANCIAL ADVISOR, CPA; 1/1/2023; 4HRS/MO; 4HRS/MO DURING SECURITIESTRADING HOURS. COLLABORATION USING DEFERRED SALES TRUST. 8) ADP PAYROLL SERVICE COMPANY; NOT INVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL34606; PAYROLL SERVICE; SPONSOR; 1/1/2020; 1HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; REFERRAL TO OTHER BUSINESS PARTNERS. 9) CAMPBELLTECHNOLOGY ADVISORS; NOT INVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; TECHNOLOGY, SOFTWARE AND TECHNICAL ACCOUNTING CONSULTATION;AUTHORIZED MEMBER; 8/8/2024; 10HR/MO; 1HRS/MO DURING SECURITIES TRADING HOURS; EXECUTIVE SPONSOR AND BUSINESS DEVELOPMENT. 10) MATTHEW JAMES TAXPROS; NOT INVESTMENT RELATED; 1011 COOLIDGE ST, LAFAYETTE, LA 70503; TAX OPTIMIZATION STRATEGIES; CONSULTANT; 8/1/2025; APPROX. 10HRS/MO; APPROX.10HRS/MO DURING SECURITIES TRADING HOURS; CONSULTING FEES, NO OWNERSHIP. 11) CAMPBELL INNOVATIVE LLC; NOT INVESTMENT RELATED; 7211 HIAWATHA PKWY SPRING HILL, FL 34606; PUBLISHED PATENT SOFTWARE AND OTHER INTELLECTUAL PROPERTY INNOVATIONS; CEO/PARTNER; 9/12/2025; APPROX. 10HRS/MO; APPROX.6HRS/MO DURING SECURITIES TRADING HOURS; PATENT CREATOR/OWNER, SOFTWARE DEVELOPMENT, FINANCIAL PLANNING TOOLS.

Designations
Other Names
  • Jacquelyn Renea Yates
  • Jackie Yates Campbell
  • Jackie Yates
  • Jacquelyn Campbell

View on SEC IAPD

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