Austin Cannon

Employer firm

M Holdings Securities, Inc. CRD 43285

$3.21B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 05/2017 → 01/2018
  The Fredoria
  Nacogdoches, TX
• 08/2014 → 12/2017
  Stephen F. Austin State University
  Nacogdoches, TX
• 02/2017 → 03/2017
  Zipnac
  Nacogdoches, TX
• 07/2018 → 08/2019
  New York Life Insurance Company
  Dallas, TX
• 04/2018 → 08/2018
  Aflac
  Lewisville, TX
• 08/2019 → 03/2021
  Jpmorgan Securities Llc
  Plano, TX
• 02/2018 → 03/2018
  Unemployed
  Dallas, TX
• 04/2018 → 06/2018
  Axa Advisors Llc
  Dallas, TX
• 01/2024 → 02/2025
  Nylife Securities Llc
  Dallas, TX
• 05/2018 → 07/2018
  Dfw Management Group
  Irving, TX
• 05/2021 → 01/2024
  Nylife Securities Llc
  Dallas, TX
• 05/2021 → 01/2024
  New York Life Insurance Company
  Dallas, TX
• 03/2021 → 04/2021
  Unemployed
  Forney, TX
• 03/2025 → Present
  M Holdings Securities, Inc.
  Portland, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-22
• S63 Uniform Securities Agent State Law Examination
  2019-11-22

Other Names

• Austin Cannon
• Taylor Cannon
• Austin Taylor Cannon