Bret Daniel Shannon

Current Employers

Employment History

• 08/2016 → Present
  Raymond James Financial Services, Inc.
  Geneva, IL
• 09/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Geneva, IL

Other Businesses

(1)Name of Business: Morton Private Wealth Strategies Inc. Address: 427 N Kirk Rd, Unit 101, Geneva, IL, 60134, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Acquisition and planning, investment advice (2)Name of Business: Morton, Campbell, and Shannon Address: 427 N Kirk Rd Ste 101, Geneva, IL, 60134-1605, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This support company will have a bank account opened to pay expenses for Morton Private wealth. This entity will not be held out to the public. (3)Name of Business: Shannon Financial Services Inc Address: 427 N Kirk Road Unit 101, Geneva, IL, 60134, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner-LLC just for tax and accounting purposes, I will not be holding this LLC out to the public

Exams

• S66 Uniform Combined State Law Examination
  2016-09-06