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Jack William Reilley

Cannon Financial Strategists, Inc.

Athens, GA

CRD 6232579

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Employer firm

Cannon Financial Strategists, Inc. CRD 133509

$1.67B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX COMPLIANCE SERVICES

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

Current Employers
Cannon Financial Strategists, Inc.

649-8 South Milledge Ave, Athens, GA 30605 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2014-04-01
  • GA RA
    APPROVED
    Since 2014-04-01

Branch Locations

649-8 South Milledge Ave, Athens, GA 30605 • 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
Real Green, Llc Athens GA 01/2013 Present
Cannon Securities, Inc. Athens GA 05/2013 Present
Cannon Financial Strategists, Inc. Athens GA 05/2013 Present
Other Businesses

1) REAL GREEN, LLC; NOT INVESTMENT RELATED; 205 WESLEY DRIVE,ATHENS, GA 30605; 01/2013; RENTAL PROPERTY; PARTNER; 2013; <10 HRS/MONTH; 0 HRS DURING TRADING; OPERATION, INVESTING AND FINANCIAL ACTIVITIES OF THE COMPANY 2) CANNON FINANCIAL STRATEGISTS, INC.; INVESTMENT RELATED; 649-8 S MILLEDGE AVE, ATHENS, GA 30605; INVESTMENT ADVISOR AND INSURANCE; RETIREMENT PLAN CONSULTANT; 05/28/2013; 180 HRS/MONTH; 180 HRS DURING TRADING; INSURANCE, INVESTMENT ADVISORY SERVICES; RETIREMENT PLAN ADMINISTRATION, FINANCIAL PLANNING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-01-31
  • S66 Uniform Combined State Law Examination
    2014-01-31
Designations
  • Certified Financial Planner

View on SEC IAPD

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