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James Okland Cannon

Cannon Wealth Group LLC

Eagle, ID

CRD 5931557

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Employer firm

Cannon Wealth Group LLC CRD 173633

$12.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Cannon Wealth Group Llc

Eagle, ID • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-24
MD RA APPROVED 2026-06-24
ID RA APPROVED 2025-10-20
  • CA RA
    APPROVED
    Since 2026-06-24
  • MD RA
    APPROVED
    Since 2026-06-24
  • ID RA
    APPROVED
    Since 2025-10-20

Branch Locations

Eagle, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cannon Wealth Group Llc Eagle ID 10/2014 Present
Previous Registrations
  • 2013-11-05 → 2014-12-22
    Farr Miller & Washington Llc
    Washington, DC
  • 2011-10-13 → 2013-10-04
    One Capital Management, Llc
    Westlake Village, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-12
  • S65 Uniform Investment Adviser Law Examination
    2011-10-12

View on SEC IAPD

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