Kelly Gannon
Investment adviser representative at James River Asset Management, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$273.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- James River Asset Management, LLCJan 2023 to now
- J.W. Cole Financial, Inc.Jun 2021 to now
- Cetera Investment Advisers LLCJun 2019 to Jun 2021
- Cetera Investment Services LLCJun 2019 to Jun 2021
- Foresters Advisory ServicesMay 2018 to Jun 2019
- Foresters Financial ServicesSep 2016 to Jun 2019
- Virginia Commonwealth UniversityAug 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
James River Asset Management, LLC
$273.8MAssets managed
420Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6700338
- Firm CRD
- 117917