Jeffrey Dannelly, financial advisor New Orleans LA

Jeffrey Dannelly

CRD Number: 3087319
Current Firm: Hancock Whitney Investment Services Inc.

Jeffrey Dannelly (CRD# 3087319) is an Investment Advisor Representative working at Hancock Whitney Investment Services Inc. in New Orleans, LA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Hancock Investment Services, Inc. Santa Rosa Beach, FL Aug 2013 - Current 8
Hancock Bank Santa Rosa Beach, FL Aug 2013 - Current 8
Wells Fargo Bank Na Pensacola, FL Feb 2012 - Aug 2013 1
Wells Fargo Advisors, LLC Pensacola, FL Feb 2012 - Aug 2013 1
Wachovia Bank Na Fort Walton Beach, FL Jul 2006 - Feb 2012 5
Wachovia Securities, LLC Fort Walton Beach, FL Jul 2006 - Feb 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Jun 2018
Contact Info for Jeffrey A. Dannelly
Phone Number: 504-586-7290
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    802
    MILLIONS
  • Total Number of Accounts
    2,786
    ACCOUNTS
  • Average Account Value
    $287,881
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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