Jeffrey Robert Campion

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2023 → 01/2026
  Bank Of America
  Thompsons Station, TN
• 02/2012 → Present
  Merchant Giving Project
  Thompsons Station, TN
• 06/2026 → Present
  Savvy
  Franklin, TN

Other Businesses

Paragon Private Wealth; investment related; 324 Main Street, Franklin TN37064; serves as DBA entity for work at Savvy Advisors, Managing Partner, 07/08/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role) Merchant Giving Project; noninvestment related; 5116 Bond Mill Rd Thompsons Station TN 37179; merchant services/electronic payments; founder/owner; 02/22/2012; 5 hrs during trading hours; Relatively passive in nature. Occasionally handle customer service calls.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-09