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James Okland Cannon

Cannon Wealth Group LLC

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About James Okland Cannon

James Okland Cannon is an investment advisor representative with Cannon Wealth Group LLC. James Cannon has been in the industry since 2014. The advisor is registered in California and Maryland. Cannon Wealth Group LLC has been in business since 2014 and manages more than $10 million in assets for both high-net-worth individuals and individuals other than high-net-worth. James Cannon's firm provides financial planning and portfolio management services to individuals.

Firm Information

James Cannon is currently registered with Cannon Wealth Group LLC. Cannon Wealth Group LLC is an investment advisor registered with the SEC, managing approximately $10.76 million in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to high-net-worth individuals and other individuals. They have 10 high-net-worth clients with $8.85 million in assets under management, and 24 other individual clients with $1.90 million in assets under management.

$10.76M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Cannon’s Registration & Firm History

CA

01/06/2024 - Present

Cannon Wealth Group LLC (TARZANA CA)

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Licenses & Designations

IA

Issued 10/12/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Okland Cannon.
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