Samuel Benjamin Cannon

Current Employers

Employment History

• 03/2017 → 09/2019
  Fidelity Brokerage Services Llc
  Los Gatos, CA
• 09/2016 → 03/2017
  Stanford University
  Stanford, CA
• 08/2014 → 09/2016
  California Baptist University
  Riverside, CA
• 09/2019 → 12/2022
  Avantax Insurance Services, Inc.
  San Jose, CA
• 09/2019 → 10/2019
  1St Global Capital, Corp.
  San Jose, CA
• 09/2019 → 10/2019
  1St Global Advisors, Inc.
  San Jose, CA
• 09/2019 → 11/2022
  Jy Wealthcare, Llc
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Advisory Services
  San Jose, CA
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  San Jose, CA
• 02/2020 → 12/2022
  Avantax Insurance Agency, Llc
  San Jose, CA
• 10/2020 → Present
  Jy Wealthcare, Llc
  Campbell, CA
• 10/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Campbell, CA
• 10/2019 → Present
  Johanson & Yau
  Campbell, CA
• 10/2019 → Present
  Johanson & Yau
  Campbell, CA
• 10/2019 → Present
  Johanson & Yau
  Campbell, CA
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, CA

Previous Registrations

• 2019-10-25 → 2025-09-08
  Avantax Advisory Services
  Campbell, CA
  Dallas, TX
  El Dorado Hills, CA
• 2019-09-18 → 2019-10-25
  1St Global Advisors Inc
  San Jose, CA
• 2018-07-25 → 2019-09-10
  Fidelity Personal And Workplace Advisors
  Los Gatos, CA

Other Businesses

1) JY WEALTHCARE, LLC POSITION: Financial Advisor NATURE: Financial Advisor: Meet with clients to determine financial objectives, risk tolerance, income and expense needs. Assist clients with financial planning needs, investment management and selection. INVESTMENT RELATED: No NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2020; ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States; DESCRIPTION: Regularly meet with clients to determine financial objectives, risk tolerance, income and expense needs. Assist clients with financial planning needs, investment management and selection. 2) JOHANSON & YAU POSITION: Financial Advisor NATURE: Johanson & Yau is the accounting firm that with a division for wealth management. I provide Financial Advisor services to JY clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 10/01/2019 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I provide Financial Services to our clients - Financial Plans, Investment Management, Retirement Planning, education planning, etc.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-12

Designations