Jonathan Annis is a registered investment advisor, based in Oak Ridge, TN, with 1 years of industry experience.
Location
108 S Illinois Ave, Oak Ridge, TN, 37830
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
Jonathan is an agent team member at Mike Massaglia's Insurance Agency, selling State Farm insurance products, dedicating about half of his time to this role. He also serves as an officer in the Chevalier Commandery #21 fraternal organization, requiring minimal time.
Employment History
Current Registrations
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Farm Investment Management CORP.
State Registrations3 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.