Jeffrey Matthew Bannon

Current Employers

Employment History

• 10/2008 → Present
  Pacific Southwest Financial
  Woodland Hills, CA
• 02/2009 → Present
  Capital Analysts Incorporated
  Cincinnati, OH
• 06/2012 → Present
  Lincoln Investment
  Woodland Hills, CA
• 01/2014 → Present
  The Rawls Group
  Woodland Hills, CA

Previous Registrations

• 2010-01-25 → 2012-06-01
  Cincinnati Analysts, Inc.
  Woodland Hills, CA
  Cincinnati, OH

Other Businesses

PACIFIC SOUTHWEST FINANCIAL POSITION: Life Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2008 ADDRESS: 21800 Burbank Blvd, Suite 200, Woodland Hills CA 91367, United States DESCRIPTION: Meet with personal clients to provide insurance solutions THE RAWLS GROUP POSITION: Title:Partner Hire date with Rawls Group: 1/6/14. NATURE: Business Succession Planning INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 01/06/2014 ADDRESS: 21800 Burbank Blvd, 200, Woodland Hills CA 91367, United States DESCRIPTION: Job description: Help family owned businesses develop a plan for the succession of their business. Sideline Supporters Boosters Club Position: Vice President, CFO Nature: Non-Profit Charitable giving to support youth sports Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 6/11/2025 Address: 543 Country Club Drive Suite B-408 Simi Valley, CA 93065 Description: Fundraising, identification of qualified causes, voting on board initiatives, review of finances

Exams

• S66 Uniform Combined State Law Examination
  2009-12-31