Jamison
Banna

Kms Financial Services, Inc

CRD#5409034
Investment Advisor
in Missoula, MT

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About this Advisor

Jamison Banna is a financial advisor based out of Missoula, Montana, who has 18 years of professional experience. Banna is on the advisory team at Kms Financial Services, Inc. Throughout their career, Banna has worked at J.R. Banna & Associates, Inc and Kms Financial Services, Inc. Banna maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Florida, Montana, Oregon and Washington. Kms Financial Services, Inc is an advisory company that has its headquarters in Missoula, Montana. The firm has offices in 384 locations and a total of 429 people on staff. It administers $8 billion in assets among its 33,857 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 16 charitable organizations. Of its 33,857 client accounts, 30% belong to high-net-worth investors who have at least $1 million in investable assets. The company provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types billed by Kms Financial Services, Inc most likely are comprised of any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

1821 South Ave West Suite #501
Missoula, MT 59801

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$8,193,319,355

MT Average: $3,566,627,242
Total Number of Employees

429

MT Average: 46
Total Number of Accounts

33,857

MT Average: 1,499
Average Account Size

$241,998

MT Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Jamison Banna Work History

Jamison has 18 years of experience.

2009 - Present (12 years)

Kms Financial Services, Inc

2002 - Present (19 years)

J.R. Banna & Associates, Inc

Disclosures

Jamison Banna has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Kms Financial Services, Inc

Deanna Arnold-Frady
Seattle, WA
Melissa Hassler
Boise, ID
Jeffry Kennat
Strongsville, OH
James Francis
Missoula, MT
Ryan Lew
Eugene, OR
Dean Eisenbraun
Portland, OR
Lynn Snyder
Vancouver, WA
Harold West
Lake Oswego, OR

This content was compiled from the SEC and FINRA.

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