Ian Thomas Bannon
Investment adviser representative at Oppenheimer & Co. Inc.
9 yearsExperience
1 stateRegistered in
$36.7BFirm assets
71 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Oppenheimer & Co. Inc.Sep 2024 to now
- The Prudential Insurance Company of AmericaMay 2024 to Aug 2024
- Pruco Securities LLCFeb 2024 to Aug 2024
- J.P. Morgan Securities LLCMar 2022 to Nov 2023
- UnemployedSep 2020 to Feb 2022
- Rjo Futures / Rj Obrien & Associates LLCMar 2019 to Aug 2020
- Calumet Country ClubMar 2018 to Apr 2019
- Purdue UniversitySep 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Oppenheimer & Co. Inc.
$36.7BAssets managed
39,036Clients
1,161Advisers
71 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
- 7527029
- Firm CRD
- 249