James Cannon, financial advisor Cookeville TN

James Cannon

CRD Number: 3145573
Current Firm: Compass Advisory Partners LLC

James Cannon (CRD# 3145573) is an Investment Advisor Representative working at Compass Advisory Partners LLC in Cookeville, TN and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lion Street Financial, LLC Cookeville, TN Jun 2022 - Current 1
Csenge Advisory Group, LLC Clearwater, FL Jun 2022 - Current 1
Compass Advisory Partners, LLC Cookeville, TN Aug 2015 - Current 8
Cannon, Clark, Holman & Associates Cookeville, TN Jan 2000 - Current 24
Self Cannon + Cannon Cpas Cookeville, TN Jun 1995 - Current 28
Fsc Securities Corp Atlanta, GA Aug 2015 - Jun 2022 6
H. Beck, Inc. Rockville, MD Sep 2004 - Aug 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for James L. Cannon
Phone Number: 931-400-0012
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $187,155
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, FL, GA, IN, KY, LA, MO, NC, ND, OH, SC, TN, TX, VA

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