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John David Campbell

Lincoln Investment

Fort Washington, PA

Erie, PA

CRD 8260049

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Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-12
  • PA RA
    APPROVED
    Since 2026-08-12

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

5415 West Lake Road, Erie, PA 16505 • 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
Lincoln Investment Fort Washington PA 05/2026 Present
Upick6 Harbor House Erie PA 04/2021 08/2022
Pier 6 Rooftop Bar And Restaurant Erie PA 08/2022 12/2022
Upick6 Tap House Erie PA 03/2023 06/2024
Blu Crab House And Raw Bar Ocean City MD 05/2023 08/2023
Bay House Oyster Bar And Restaurant Erie PA 06/2024 Present
North West Bank Erie PA 04/2025 06/2025
Corporate Glass Erie PA 12/2025 03/2026
Mercyhurst University Erie PA 08/2021 12/2024
Cathedral Preparatory School Erie PA 08/2017 06/2021
St. James School Erie PA 08/2008 06/2017
Lincoln Investment Fort Washington PA 08/2026 Present
  • 05/2026 → Present
    Fort Washington, PA
  • 04/2021 → 08/2022
    Upick6 Harbor House
    Erie, PA
  • 08/2022 → 12/2022
    Pier 6 Rooftop Bar And Restaurant
    Erie, PA
  • 03/2023 → 06/2024
    Upick6 Tap House
    Erie, PA
  • 05/2023 → 08/2023
    Blu Crab House And Raw Bar
    Ocean City, MD
  • 06/2024 → Present
    Bay House Oyster Bar And Restaurant
    Erie, PA
  • 04/2025 → 06/2025
    North West Bank
    Erie, PA
  • 12/2025 → 03/2026
    Corporate Glass
    Erie, PA
  • 08/2021 → 12/2024
    Mercyhurst University
    Erie, PA
  • 08/2017 → 06/2021
    Cathedral Preparatory School
    Erie, PA
  • 08/2008 → 06/2017
    St. James School
    Erie, PA
  • 08/2026 → Present
    Fort Washington, PA
Other Businesses

Name: Bay House Oyster Bar and Restaurant; Investment Related: No; Address: 8 Sassafras Pier First Floor, Erie, PA, 16507; Nature: Food and Beverage; Title: Bartender/Server; Start: 6/1/2024; 20; 0; Duties: Provide food and beverage to patrons.;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-11
  • S66 Uniform Combined State Law Examination
    2026-08-11
Other Names
  • John Campbell

View on SEC IAPD

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