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Jamison Richard Banna

Cape Investment Advisory, Inc.

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About Jamison Richard Banna

Jamison Banna is a financial advisor with Cape Investment Advisory, Inc. Jamison has been in the financial services industry since November 2009. Jamison works with individual investors and families to help them achieve their financial goals. Jamison is a Series 7 and Series 66 licensed. Jamison is registered to offer investment advisory services in Arizona, Florida, Montana and Texas. Jamison also holds a Series 66 license. Jamison specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Jamison Banna is currently registered with Cape Investment Advisory, Inc.. Cape Investment Advisory, Inc. is an investment advisory firm headquartered in McDonough, Georgia, with a total of 40 investment adviser representatives. The firm manages approximately $365 million in assets, providing financial planning, pension consulting, and portfolio management services for individuals and businesses. They also offer educational seminars and select other advisors. The firm's services are tailored to meet the needs of high-net-worth individuals, pension and profit-sharing plans, and other individual clients.
Cape Investment Advisory, Inc.

1600 PENNSYLVANIA AVE.

MCDONOUGH, GA 30253

$365.21M

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jamison Banna’s Registration & Firm History

GA

07/01/2022 - Present

Cape Investment Advisory, Inc. (MCDONOUGH GA)

MT

11/23/2009 - 10/08/2020

KMS FINANCIAL SERVICES, INC. (MISSOULA MT)

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Licenses & Designations

BOTH

Issued 12/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jamison Richard Banna. Review regulatory record here.
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