Jamison Richard Banna

Current Employers

Employment History

• 01/2002 → 09/2020
  J.R. Banna & Associates, Inc/Banna Financial Advisors, Inc
  Missoula, MT
• 11/2009 → 10/2020
  Kms Financial Services, Inc
  Seattle, WA
• 10/2020 → 09/2025
  Cape Securities, Inc & Cape Investment Advisory
  Mcdonough, GA
• 08/2020 → Present
  Glacier Wealth Management, Inc.
  Missoula, MT
• 09/2025 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 01/2026 → Present
  Compass Group Insurance & Investments
  Kalispell, MT
• 01/2026 → Present
  Compass Group Insurance & Investments
  Kalispell, MT

Previous Registrations

• 2020-10-09 → 2025-09-12
  Cape Investment Advisory, Inc.
  Missoula, MT
  Mcdonough, GA
  Missoula, MT
• 2010-01-05 → 2020-10-09
  Kms Financial Services, Inc.
  Missoula, MT
  Seattle, WA
  Missoula, MT

Other Businesses

1)Glacier Wealth Management-210 N. Higgins Ave., Suite 200, Missoula, MT 59802; Investment related; Securities and insurance sales and services, tax advice, and estate and business planning; Financial Advisor; Start date 8/2020; 160 hrs/mnth; 120 hrs/mnth during trading. 2) The Society of Financial Awareness (SOFA) 3914 Murphy Canyon Rd., Ste. A125, San Diego, CA 92123; Investment related; Provide general financial & investment education; Instructor; Start date 5/2018; 3 hrs/mnth; 0 hrs/mnth during trading. 3)Compass Group Insurance & Investments; 210 N. Higgins Ave. Suite 200 Missoula MT 59802; Start Date 1/1/2026; Financial Advisor; Insurance and securities sales and service as well as tax advice; 160 hrs/mo; 120 hrs/mo during trading; IR

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29