John Bannan
John Bannan is a registered investment advisor at Gwn Securities INC., based in Palm Beach Gardens, FL, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37,091 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GWN Securities offers several managed account programs with fees based on a percentage of your portfolio's value. These fees are typically billed quarterly. The specific fees vary depending on the program you choose and the amount you invest. Some programs have minimum account sizes and platform fees. GWN's fees do not include brokerage and custodial services. GWN may also recommend third-party money managers, which will result in additional fees.
Location
11440 North Jog Road, Palm Beach Gardens, FL, 33418-3764
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent selling life insurance, long-term care, disability, and fixed annuities since 2016, dedicating about 10-20% of his time. He is also the President of Bannan Financial Group LLC, which he uses as his DBA, spending more than full-time hours on this.
Employment History
Current Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Previous Registrations
Clark Dodge Asset Management, LLC
Aegis Capital CORP.Broker
Clark Dodge & CO., INC.Broker
Gfa Securities, LLCBroker
Tower Square Securities, INC.Broker
Tower Square Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.Broker
Metlife Securities INC.Broker
New England SecuritiesBroker
Nathan & Lewis Securities, INC.Broker
Aig Equity Sales CORP.Broker
Banca Imi Securities CORP.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.