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Jonathan C
CFP®, CFA®, Series 63, Series 65
Franklin, TN
RFG Advisory, LLC
Jonathan Campbell is a financial advisor with RFG Advisory, LLC in Franklin, TN, holding CFP® and CFA® designations and over 27 years of industry experience. His prior roles include positions at Sageview Advisory Group, Capital One Investing, United Income, and Charles Schwab. He is the founder of L7 Wealth, operating as a DBA within RFG Advisory. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm uses a combination of actively managed and passive strategies, direct indexing, and tax-aware approaches, and serves a diverse client base with portfolio management, financial planning, and access to alternative investments.
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