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John Christopher Campbell

Advisor at Benefit Financial Services Group — Heath, TX

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Heath, TX

Benefit Financial Services Group logo

Benefit Financial Services Group

Team

Total advisors

25

Across 6 offices

Clients per advisor

34 Low

Avg AUM per client

$1,621,433 High

HNW client ratio

38% Typical

About

John Campbell is a financial advisor with Benefit Financial Services Group and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has been with Benefit Financial Services Group since 2007. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors. The firm offers wealth management, institutional pension consulting, and tax preparation services, focusing on diversified, outcome-oriented portfolios that may include ESG strategies and cryptocurrency exposure with client consent.

Client services

Based on Benefit Financial Services Group

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Credit and cash management solutions, insurance solutions, tax preparation services.

Expertise

Based on Benefit Financial Services Group

Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Annuities

Occupation focus

Based on Benefit Financial Services Group

Founder/Business Owner Executive

Demographic focus

Based on Benefit Financial Services Group

Approaching retirement Values-based investing

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Fee options

Fixed

Certain clients charged fixed fees ranging from $300 to $3,000 depending on account size and complexity; Pension consulting fixed fees range from $5,000 to $200,000 depending on type of service; Participant education fees range from $500 to $2,000 per meeting day.

Percentage

0.25% to 1.25% annually depending on services, strategies, and complexity

Project-based

Financial planning on standalone basis generally ranges from $150 to $500 per hour; divorce planning up to $500 per hour; hourly consulting rate for pension consulting $100 per hour.

Other

Account minimum: $5,500/year Minimum fee: A total minimum fee of up to $5,500/year is required for Investment Portfolio Management Services. Fee-only: Basic financial planning services included with portfolio management; standalone financial planning fees negotiable, generally $150-$500 per hour.

Location

See office

Heath, TX

Heath TX

Advisors at this office

1

Most active in

Texas

Work history

22 years of industry experience

Benefit Financial Services Group

2007 - Present • 19 years

Irvine, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Collin L

Series 63

Richardson, TX

Bent Tree Trust Advisors, LLC

Collin Lafollette is a financial advisor at Bent Tree Trust Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked with Bent Tree Trust Advisors since 2018. Outside of his advisory role, Lafollette is a partner and investor in KDL Medical Inc., a non-investment-related business. Bent Tree Trust Advisors is a single-adviser independent firm serving individual clients with financial planning, investment advisory, and portfolio oversight services, integrating insurance and annuity solutions alongside advisory work.

General tax planning
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Gregory J

Series 63, Series 66

Richardson, TX

Jardine Financial Group

Gregory Jardine is the sole advisor at Jardine Financial Group in Richardson, TX, holding Series 63 and Series 66 designations with 21 years of industry experience. He has led Jardine Financial Group since 2015. The firm provides discretionary asset management and financial planning primarily for individual and high-net-worth clients, using both quantitative and qualitative analysis combined with modern portfolio theory to implement client-specific investment strategies.

Factor investing / smart beta Active portfolio management
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Temitayo I

Series 65

Garland, TX

Hyvorian Financial

Temitayo Ilori is a financial advisor at Hyvorian Financial in Garland, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Hyvorian Financial, Ilori worked at Insight Global, Hub International, Summa Health, and Visa. Ilori also owns Hyvorian LLC, a business currently in the process of winding down. Hyvorian Financial serves individuals, families, charitable organizations, corporations, small businesses, and certain institutional clients with investment management, financial planning, and educational seminars. The firm’s stewardship-based, biblically grounded investment approach emphasizes long-term, values-aligned portfolios and includes faith-based financial literacy seminars available to the public.

Charitable giving & philanthropy Cash flow / budgeting Religious/faith focused
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David G

Series 63, Series 65

Richardson, TX

US Freedom Capital Advisors LLC

David Gunderson is a financial advisor at US Freedom Capital Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Tobin & Company Securities LLC and Corsair Ventures, where he oversees real estate development activities. Gunderson is also a founding partner of Power Cord Energy LLC, an electricity brokerage. US Freedom Capital Advisors LLC provides investment advice and portfolio management primarily to pooled investment vehicles and individuals investing through EB-5 funds, focusing on U.S. real estate, healthcare, and EB-5–related projects. The firm employs a fundamental analysis approach and offers discretionary management with multiple fee arrangements.

Real estate investing Private / alternative investments
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Muhammad U

Series 65

Plano, TX

Crescent Investment Solutions LLC

Muhammad Uddin is a financial advisor at Crescent Investment Solutions LLC in Plano, TX, holding a Series 65 designation with two years of industry experience. Prior to founding Crescent Investment Solutions in 2024, he worked at Microsoft in various roles, including as a Digital Technology Specialist. Crescent Investment Solutions LLC is an independent advisory firm that provides portfolio management services primarily to individual clients. The firm uses a combination of investment strategies and manages portfolios with discretionary authority, emphasizing tailored investment policy statements and risk tolerance documentation.

Passive / index investing Active portfolio management
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John M

Series 63, Series 65

Garland, TX

Dallas Money Management LLC

John Moore is a financial advisor with Dallas Money Management LLC in Garland, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Dallas Money Management since 2010 and is also the owner and a licensed real estate broker with Intown Realtors LLC. Dallas Money Management LLC provides discretionary investment supervisory services primarily to individuals and high-net-worth clients, utilizing client-specific Investment Policy Statements to guide portfolio construction. The firm employs a combination of charting, fundamental, and technical analysis and offers strategies including long- and short-term trading, short sales, margin, and options writing.

Active portfolio management
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