Cannon Securities, Inc.
Firm details
- Headquarters
- Athens, Georgia
- CRD number
- 152287
- Registered since
- May 24, 2010
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jeffrey Young
CIOCRD 4712342

Kelly Dixon
CEOCRD 5854982
Contacts
3 of 12
Jonathan North
AssociateCRD 6210902

Jack Reilley
Retirement Plan AdvisorCRD 6232579

Matthew Goyen
Retirement Plan ConsultantCRD 5416828
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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