Kelly
Gannon
James River Asset Management, LLC
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About this Advisor
Kelly Gannon is a certified financial planner working in Midlothian, Virginia. Gannon is an employee of James River Asset Management, LLC. During their career, the advisor has held roles at Foresters Financial Services, Globalworx, Virginia Commonwealth University, Hanover County Public Schools, Henrico County Public Schools, Foresters Advisory Services, Cetera Investment Advisers LLC, Cetera Investment Services LLC and J.W. Cole Financial, Inc. Gannon maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. James River Asset Management, LLC is a registered investment business that has its headquarters in Midlothian, VA. It administers $164 million in assets among its 669 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 669 customer accounts, 20% are held by high-net-worth individuals who have more than $1 million in assets available to invest. James River Asset Management, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules depend on which services are offered. However, fees billed by James River Asset Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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James River Asset Management, LLC Brokerage Details
$163,458,054
11
669
$244,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelly Gannon Work History
Kelly has been registered as a financial advisor for 0 years.*
J.W. Cole Financial, Inc
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Foresters Advisory Services
Foresters Financial Services
Foresters Financial Services
Globalworx
Virginia Commonwealth University
Hanover County Public Schools
Henrico County Public Schools
*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 Kelly Gannon 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 James River Asset Management, LLC
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
Midlothian, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
