![Jim Cannon](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jim Cannon
Chief Executive Officer at Dynamic Advisor Solutions LLC
Network origin in Jim Cannon first degree
Entity | Entity type | Industry | |
---|---|---|---|
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.
18
| Subsidiary | Investment Banks/Brokers | 18 |
Dynamic Advisor Solutions LLC
![]() Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Cannon via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Granite State Retirement Planning, Inc.
![]() Granite State Retirement Planning, Inc. Investment ManagersFinance Granite State Retirement Planning, Inc. (GSRP) is an independent, SEC-registered investment advisor headquartered in Bedford, New Hampshire. The firm was co-founded by Dan Hagler and Mark Gagnon in 2006. GSRP provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree Undergraduate Degree | |
7Twelve Advisors LLC
![]() 7Twelve Advisors LLC Investment ManagersFinance 7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors. | Investment Managers | Chairman Founder | |
North Carolina State University | College/University | Undergraduate Degree | |
Belmont University | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Graduate Degree | |
Philadelphia Biblical University | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Graduate Degree | |
Householder Group Financial Advisors LLC
![]() Householder Group Financial Advisors LLC Investment ManagersFinance Part of Householding LLC, Householder Group Financial Advisors LLC is a company that provides investment advice. The company is based in Scottsdale, AZ. | Investment Managers | Corporate Officer/Principal | |
VIST Bank
![]() VIST Bank Regional BanksFinance Part of Tompkins Financial Corp., VIST Bank is a state chartered commercial bank. The company is based in Wyomissing, PA. | Regional Banks | Corporate Officer/Principal | |
Johnson Financial Group, Inc.
![]() Johnson Financial Group, Inc. Financial ConglomeratesFinance Johnson Financial Group, Inc. provides financial services. It specializes in the areas of banking, wealth, and insurance. The company was founded by Samuel Curtis Johnson II in 1970 and is headquartered in Racine, WI. | Financial Conglomerates | President | |
United Planners Financial Services of America A LP
![]() United Planners Financial Services of America A LP Investment Banks/BrokersFinance United Planners' Financial Services of America LP provides full brokerage insurance and investment advice and services. The firm serves as intermediary brokers for securities, equities, fixed-income products, derivatives, and commodities. The company was founded in 1987 and is headquartered in Scottsdale, AZ. | Investment Banks/Brokers | Corporate Officer/Principal | |
Tarleton State University | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Bloomberg LP
![]() Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Analyst-Equity | |
LeaseTeam, Inc.
![]() LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Packaged Software | Corporate Officer/Principal | |
University of Nebraska Omaha | College/University | Undergraduate Degree | |
Creighton University | College/University | Graduate Degree | |
Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Corporate Officer/Principal | |
Householder Group Estate & Retirement Specialist LLC
![]() Householder Group Estate & Retirement Specialist LLC Investment ManagersFinance Householder Group Estate & Retirement Specialist LLC (Householder Group) is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Scott A. Householder in 1997 and is owned by The ASG Ohio Legacy Trust. Householder Group offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
US Army Chemical Corps | Corporate Officer/Principal | ||
University of Toledo (Ohio) | College/University | Undergraduate Degree | |
Financial Services Institute, Inc. | Director/Board Member | ||
Pierce College | College/University | Undergraduate Degree | |
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | ||
University of Nebraska | College/University | Undergraduate Degree | |
University of Houston
![]() University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Graduate Degree | |
National University | College/University | Undergraduate Degree | |
Union Bank of California Leasing, Inc. | Corporate Officer/Principal | ||
California State University-Fullerton | College/University | Undergraduate Degree | |
The University of New Mexico | College/University | Undergraduate Degree | |
University of Phoenix | College/University | Graduate Degree | |
Simmons University | College/University | Undergraduate Degree | |
Cambridge Investment Research Advisors, Inc.
![]() Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which in turn is majority owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities. | Investment Managers | Chief Executive Officer | |
Cambridge Investment Group, Inc.
![]() Cambridge Investment Group, Inc. Internet Software/ServicesTechnology Services Cambridge Investment Group, Inc. provides real estate investment services. It focuses on creating strategic and sound investment opportunities for individual investors. The company was founded by Michael S. Luzich, Michael O’Connor and Azeez Khan and is headquartered in Macomb, MI. | Internet Software/Services | Chief Executive Officer | |
Cambridge Investment Group, Inc. (Iowa)
![]() Cambridge Investment Group, Inc. (Iowa) Financial ConglomeratesFinance Cambridge Investment Group, Inc. operates as a financial solutions firm which focuses on serving independent financial advisors and their investing clients. It offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. The company is headquartered in Fairfield, IA. | Financial Conglomerates | President | |
Financial Industry Regulatory Authority, Inc.
![]() Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Regal Financial Group LLC
![]() Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 51 |
Sectoral
Finance | 22 |
Consumer Services | 22 |
Technology Services | 4 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 35 |
Undergraduate Degree | 19 |
Graduate Degree | 6 |
Portfolio Manager-Equities | 6 |
President | 6 |
Most connected contacts
- Stock Market
- Insiders
- Jim Cannon
- Company connections