JC
Jenifer H. Cannon
FORESIDE FINANCIAL SERVICES
Portsmouth, NH 03801
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CRD#: 2532534
JC
Professional summary
Jenifer Hamilton Cannon is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Portsmouth, New Hampshire.
Jenifer is registered as a RR (Registered Representative) and started their career in finance in 1994. Jenifer has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Jenifer Hamilton Cannon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 5, 2021 - Present
FORESIDE FINANCIAL SERVICES, LLC
Office #1: 30 Penhallow Street Suite 400, Portsmouth, NH 03801BD
CRD#: 148477
Portsmouth, NH
Past
June 11, 2018 - December 31, 2020
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
PORTSMOUTH, NH
Past
June 15, 2017 - May 29, 2018
VIGILANT WEALTH MANAGEMENT
RIA
CRD#: 119642
Portsmouth, NH
Past
September 1, 1998 - January 16, 2007
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
BURLINGTON, MA
Past
November 25, 1996 - August 14, 1998
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
November 17, 1994 - November 20, 1996
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
BOSTON, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/5/2021)
RR
Alaska(1/5/2021)
RR
Arizona(1/5/2021)
RR
Arkansas(1/5/2021)
RR
California(1/5/2021)
RR
Colorado(1/5/2021)
RR
Connecticut(1/5/2021)
RR
Delaware(1/5/2021)
RR
District of Columbia(1/5/2021)
RR
Florida(1/5/2021)
RR
Georgia(1/5/2021)
RR
Hawaii(1/5/2021)
RR
Idaho(1/5/2021)
RR
Illinois(1/5/2021)
RR
Indiana(1/5/2021)
RR
Iowa(1/5/2021)
RR
Kansas(1/5/2021)
RR
Kentucky(1/5/2021)
RR
Louisiana(1/5/2021)
RR
Maine(1/5/2021)
RR
Maryland(1/5/2021)
RR
Massachusetts(1/5/2021)
RR
Michigan(1/5/2021)
RR
Minnesota(1/5/2021)
RR
Mississippi(1/5/2021)
RR
Missouri(1/5/2021)
RR
Montana(1/5/2021)
RR
Nebraska(1/5/2021)
RR
Nevada(1/5/2021)
RR
New Hampshire(1/5/2021)
RR
New Jersey(1/5/2021)
RR
New Mexico(1/5/2021)
RR
New York(1/5/2021)
RR
North Carolina(1/5/2021)
RR
North Dakota(1/5/2021)
RR
Ohio(1/5/2021)
RR
Oklahoma(1/5/2021)
RR
Oregon(1/5/2021)
RR
Pennsylvania(1/5/2021)
RR
Puerto Rico(1/5/2021)
RR
Rhode Island(1/5/2021)
RR
South Carolina(1/5/2021)
RR
South Dakota(1/5/2021)
RR
Tennessee(1/5/2021)
RR
Texas(1/5/2021)
RR
Utah(1/5/2021)
RR
Vermont(1/5/2021)
RR
Virgin Islands(1/5/2021)
RR
Virginia(1/5/2021)
RR
Washington(1/5/2021)
RR
West Virginia(1/5/2021)
RR
Wisconsin(1/5/2021)
RR
Wyoming(1/5/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC
CRD#: 148477 / SEC#: , 8-68027
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | DIRECTOR OWNER/SOLE MEMBER | |
| BRUNNER, JENNIFER ANNE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | 1137783 |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FORESIDE FINANCIAL SERVICES, LLC
CRD#: 148477Portsmouth, NH 03801TRUST BUT VERIFY
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