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Jacob H

Series 66

Chattanooga, TN

Campbell Asset Management, LLC

Jacob Higgins is a financial advisor at Campbell Asset Management, LLC in Chattanooga, TN, holding a Series 66 license with two years of industry experience. His prior roles include positions at MML Investor Services and MassMutual Life Insurance Company. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning, including participant educational workshops and tax-related services, managing approximately $146 million in client assets.

Long-term care insurance General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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James C

CFP®, Series 63

Chattanooga, TN

Campbell Asset Management, LLC

James Campbell III is a CFP® with 22 years of industry experience, serving as an advisor at Campbell Asset Management, LLC since 2003. He holds a Series 63 license and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm that serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides customized portfolio management and complementary services such as pension consulting, written financial plans, and subadvisory support, emphasizing diversified investment strategies and participant educational workshops.

Long-term care insurance General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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Ashley H

Series 65

Chattanooga, TN

Campbell Asset Management, LLC

Ashley Heck is a financial advisor at Campbell Asset Management, LLC with 11 years of industry experience. She holds a Series 65 designation and is based in Chattanooga, TN. Campbell Asset Management is a fee-only private wealth management firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management, financial planning, pension consulting, and subadvisory services, incorporating diversified investment strategies and participant educational workshops.

Long-term care insurance General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired
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