Jeffrey Bannon, financial advisor Orlando FL

Jeffrey Bannon

CRD Number: 5641433
Current Firm: Lincoln Investment

Jeffrey Bannon (CRD# 5641433) is an Investment Advisor Representative working at Lincoln Investment in Orlando, FL and has over 11 years of experience in the finance industry.

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Certified Advisory Corp
Company Name Location Dates Years
The Rawls Group Woodland Hills, CA Jan 2014 - Current 7
Lincoln Investment Woodland Hills, CA Jun 2012 - Current 8
Capital Analysts Incorporated Cincinnati, OH Feb 2009 - Current 12
Pacific Southwest Financial Woodland Hills, CA Oct 2008 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Jeffrey M. Bannon
Phone Number: 215-887-8111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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