Josiah Jacob Campbell

Current Employers

Employment History

• 01/2024 → Present
  Transamerica Financial Advisors, Inc
  Ontario, CA
• 05/2023 → Present
  Wfgia
  Ontario, CA
• 08/2009 → 06/2020
  Student
  Warner Robins, GA
• 06/2020 → 06/2021
  Student
  Palmdale, CA
• 02/2021 → 07/2023
  Grace Chapel
  Lancaster, CA
• 06/2021 → 06/2022
  Student
  Lancaster, CA
• 09/2022 → Present
  Student
  Los Angeles, CA
• 10/2022 → 01/2024
  Associated Students Ucla
  Ucla, CA
• 09/2024 → Present
  Inheritguard, Llc
  Sheridan, WY
• 09/2024 → Present
  Intertwined Solutions, Inc.
  Newburgh, IN

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, LLC INHERITGUARD, LLC POSITION: none NATURE: Providing bundled professional services with an emphasis on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 30 N Gould Street, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, following up with client issues, providing education on estate planning issues, and scheduling appointments. INTERTWINED SOLUTIONS, INC. POSITION: Referral Partner NATURE: Financial Educational Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2024 ADDRESS: 8437 Bell Oaks Dr, Suite 910, Newburgh IN 47630, United States DESCRIPTION: In my role, I engage in several key activities to promote financial literacy through the partnership. These include identifying and liaising with bank partnersunder the Community Reinvestment Act to, reaching out to schools, colleges, and non-profit organizations to solicit interest in Intertwined, and coordinating with Intertwined staff to integrate our financial education resources effectively.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-12
• S63 Uniform Securities Agent State Law Examination
  2024-01-31