Kms Financial Services, Inc
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
Years of Experience
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Kms Financial Services, Inc Brokerage Details
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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.
Kms Financial Services, Inc
J.R. Banna & Associates, Inc
Jamison Banna has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Kms Financial Services, Inc
Lake Oswego, OR