Jeffrey Stuart Annis

Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → Present
  Agw Capital Advisors
  Tampa, FL

Previous Registrations

• 2002-06-15 → 2009-05-04
  Wells Fargo Advisors Financial Network, Llc
  Tampa, FL
  Tampa, FL
• 2007-04-13 → 2009-04-06
  Captrust Advisors, Llc
  Tampa, FL
• 2001-10-17 → 2002-06-20
  Captrust Financial Advisors, Llc
  Tampa, FL

Other Businesses

Member of the Finance Committee for St. Mary's Episcopal Day School, located at 2101 S Hubert Ave Tampa FL. This is a volunteer position that requires investment related activities that relate to the portfolio. This position takes about 1-2 hours per month outside securities trading hours and consists of attending meetings, monitoring investment consultant through periodic investment review meetings, review budget, assist in other non-investment related topics.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1999-09-01

Designations

• Certified Financial Planner

Other Names

• Jay Annis
• Jeffrey S Anis