Canon Jill Price

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 03/2007 → 11/2024
  Beverly Investment Advisors, Llc
  Beverly Hills, CA
• 12/2024 → Present
  Seia Llc
  Los Angeles, CA

Previous Registrations

• 2002-11-12 → 2025-01-07
  Beverly Investment Advisors Llc
  Beverly Hills, CA
• 2006-04-04 → 2007-04-20
  Summit Wealth Management,Inc
  Beverly Hills, CA
• 2001-06-08 → 2002-12-31
  Lido Advisors
  Beverly Hills, CA

Other Businesses

SEIA LLC POSITION: Senior Financial Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 12/2/2024 ADDRESS: 2121 Avenue of the Stars, Suite 1600, Los Angeles CA 90067, United States DESCRIPTION: RIA sales & service

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-02
• S63 Uniform Securities Agent State Law Examination
  1992-01-06

Other Names

• Canon J Price