Professional

Jim Campbell has been part of the financial services industry since 1981.

Education

  • Bachelor of Science degree in Business from Florida State University.

Awards and Recognition

  • Million Dollar Round Table Qualifying/Life Member: 1997-2018.

Designations

CLU® Chartered Life Underwriter®

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

 ChFC® Chartered Financial Consultant®

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics

James Campbell, CLU®, ChFC®
Wealth Management Advisor


James Campbell & Associates

 

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