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JC
CFP
JC
CFP

Joseph Scott Cannon

Oak Lane Advisors
23 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningReal Estate InvestingDivorce PlanningHigh Net Worth
Oak Lane Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
794 clients
Average Client Portfolio
$463K average
Assets Under Management
$367.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.15%
$1.0M - $2.0M1.00%
$2M+0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2013
Customer Dispute
October 2013
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Joseph is an insurance agent with WN Insurance Group and owns rental properties through JSC Investments. He also owns Scott Cannon Inc, a corporation used to process insurance sales commissions.

Employment History
Current Registrations
Oak Lane Advisors
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Arete Wealth Management, LLCBroker
November 2013 - March 2020 · 6 yrs 4 mos
Northwestern Mutual Investment Services,llc
August 2008 - October 2013 · 5 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
May 2002 - October 2013 · 11 yrs 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.