J. D. Pannell
Professional summary
J. Don Pannell, CFP®, who also goes by Jimmy Don Pannell, is a registered financial advisor currently at DP CAPITAL MANAGEMENT INC. located in Houston, Texas.
J. is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. J. has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view J. Don Pannell's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
June 18, 2008 - Present
DP CAPITAL MANAGEMENT INC.
December 5, 2005 - August 15, 2008
FRUTH INVESTMENT MANAGEMENT
July 13, 1999 - July 21, 2003
CHARLES SCHWAB & CO., INC.
July 9, 1999 - July 21, 2003
CHARLES SCHWAB & CO., INC.
January 28, 1999 - March 4, 1999
JWGENESIS FINANCIAL GROUP, INC
January 8, 1998 - March 5, 1999
AMERICAN CENTURY INVESTMENT SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/18/2008)
Exams
Current Firm
DP CAPITAL MANAGEMENT INC.
CRD#: 145776 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 62 |
| AUM (Assets Under Management) | $ 35,190,000 |
Red Flags
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