Jamison Banna, financial advisor Mcdonough GA

Jamison Banna

CRD Number: 5409034
Current Firm: Cape Investment Advisory, Inc.

Jamison Banna (CRD# 5409034) is an Investment Advisor Representative working at Cape Investment Advisory, Inc. in Mcdonough, GA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cape Securities, Inc & Cape Investment Advisory Mcdonough, GA Oct 2020 - Current 1
Glacier Wealth Management, Inc. Missoula, MT Oct 2020 - Current 1
Kms Financial Services, Inc. Seattle, WA Nov 2009 - Oct 2020 10
J.r. Banna & Associates, Inc/banna Financial Advisors, Inc. Missoula, MT Jan 2002 - Sep 2020 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jamison R. Banna
Phone Number: 678-583-1120
Registered State(s):
  • AZ
  • FL
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    913
    ACCOUNTS
  • Average Account Value
    $310,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IN, LA, MA, MD, MI, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, VA, WA, WI

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