John Francis Bannan

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2016-05-09 → 2016-08-05
  Clark Dodge Asset Management, Llc
  White Plains, NY

Other Businesses

LIFE, LTC, DISABILITY, AND ANNUITIES POSITION: Insurance Agent NATURE: Selling life insurance and fixed annuities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2016 ADDRESS: 22 Paris Avenue, Suite 110A, Rockleigh, NJ, 07647, United States DESCRIPTION: Selling life insurance, Long-Term Care, disability and fixed annuities BANNAN FINANCIAL GROUP LLC POSITION: PRESIDENT NATURE: USING AS MY DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 240 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2024 ADDRESS: 22 Paris Avenue, Suite 110A, Rockleigh, NJ, 07647, United States DESCRIPTION: LLC SET UP FOR MY DBA COOMPENSATION - FEES & COMMISSIONS PAID THROUGH GWN ABMM FINANCIAL, Is Investment Related, DBA, Financial Professional,2016-08-03,160 hours per month,160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Advisory Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-05
• S63 Uniform Securities Agent State Law Examination
  1994-01-28

Other Names

• John F Bannan