Jonathan
North
Cannon Financial Strategists, Inc
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About this Advisor
Jonathan North is a financial advisor operating in Athens, Georgia, with 3 years of industry experience. North works at Cannon Financial Strategists, Inc. Their career trajectory has included roles at Raymond James Financial Services, Inc, Beckett & Associates Investment Services. Inc, Suntrust Bank, Raymond James Financial Services Advisors Inc, Marathon A Subsidiary Of Stadion Money Management, Alps Distributors Inc, Cannon Securities, Inc and Cannon Financial Strategists, Inc. North maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Georgia. Cannon Financial Strategists, Inc is an advisory business based out of Athens, GA. The firm has a total of 28 people on staff. It administers $1 billion in total assets among its 2,646 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,646 client accounts, 28% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Cannon Financial Strategists, Inc performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors largely vary depending on the type of services offered. Fee types charged by Cannon Financial Strategists, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cannon Financial Strategists, Inc Brokerage Details
$1,082,892,235
28
2,646
$409,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jonathan North Work History
Jonathan has been registered as a financial advisor for 3 years.*
Cannon Securities, Inc
Cannon Financial Strategists, Inc
Marathon A Subsidiary Of Stadion Money Management
Alps Distributors Inc
Raymond James Financial Services, Inc
Beckett & Associates Investment Services. Inc
Raymond James Financial Services Advisors Inc
Suntrust Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan North to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cannon Financial Strategists, Inc
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
Athens, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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