Cannon Securities, Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Athens, Georgia
CRD number
152287
Registered since
May 24, 2010

Firm profile

FINTRX

Overview

Cannon Securities, Inc. is a privately held corporate adviser that has been registered with the SEC since 2010. The firm is owned by an individual and is listed as an unclassified adviser in the available profile. The snapshot flags the firm as not acting as a capital allocator, not positioning itself as an active ESG investor, and not operating as a multi-state adviser or pension consultant. Public-facing details about the firm’s business model, advisory services, fee schedules and client segments are not provided in the source data, which limits the ability to describe how the firm positions its services or what client types it targets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffrey Young

    Jeffrey Young

    CIOCRD 4712342

  • Kelly Dixon

    Kelly Dixon

    CEOCRD 5854982

Contacts

3 of 12
  • Jonathan North

    Jonathan North

    AssociateCRD 6210902

  • Jack Reilley

    Jack Reilley

    Retirement Plan AdvisorCRD 6232579

  • Matthew Goyen

    Matthew Goyen

    Retirement Plan ConsultantCRD 5416828

Unlock 9 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Athens, GA

Clarke

Location

Athens, GA

Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Clarke
Address
649 S Milledge Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth