Jim Cannon, Founder and Managing Principal, Dynamic Wealth Advisors
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses. He has a broad and deep understanding of the issues, challenges and opportunities that exist in the competitive, yet exhilarating world of advisor independence. Jim’s strong suit is foreseeing the evolution for independent advisors and assembling the business components to maximize the ability for individual advisors to achieve highly productive and efficient businesses while having full control of their destiny.
Jim is a highly skilled and impactful executive with over 25 years of experience in managing and leading sales, service and operations of successful and growing businesses. He has an extensive background in strategic planning, business development, relationship management, business combination/operational integration, profit and loss management and developing highly effective management teams and businesses. Jim has been CEO of several national firms that served independent financial advisors. Most recently, he was President and Chief Executive Officer of AIG Financial Advisors, Inc. (now known as Sagepoint Financial, Inc.), a firm that under his leadership grew to the 6th largest independent in U.S. with over 3,000 financial advisors generating in excess of $400 million of fee and commission revenues.
Jim’s team led the design and development of several innovative programs to build advisor support services, including education, technology and an employee-advisor model created to provide an opportunities for financial advisors from wire houses and regional firms to enjoy independence. He led and was also responsible for the new design of the advisory services business which provided services to financial advisors overseeing in excesss of $30 billion of client assets in the U.S.
During his career, Jim also served as president and CEO of SunAmerica Securities, Sentra Securities Corporation, Spelman & Co, Inc. and American General Securities. He is a graduate of Arizona State University and holds the Series 7, 24, 63, 66 and Insurance licenses. He currently serves on the FINRA District Three Committee, is a member of the Financial Services Institute and actively participates in the Vistage CEO Organization. Jim is married with two teenage children, and is an avid snow skier and hiker. He also enjoys fishing, tennis, reading and baseball.
Jim’s entire career has involved working with and for independent financial advisors to improve their businesses. He has a broad and deep understanding of the issues, challenges and opportunities that exist in the competitive, yet exhilarating world of advisor independence. Jim’s strong suit is foreseeing the evolution for independent advisors and assembling the business components to maximize the ability for individual advisors to achieve highly productive and efficient businesses while having full control of their destiny.
Jim is a highly skilled and impactful executive with over 25 years of experience in managing and leading sales, service and operations of successful and growing businesses. He has an extensive background in strategic planning, business development, relationship management, business combination/operational integration, profit and loss management and developing highly effective management teams and businesses. Jim has been CEO of several national firms that served independent financial advisors. Most recently, he was President and Chief Executive Officer of AIG Financial Advisors, Inc. (now known as Sagepoint Financial, Inc.), a firm that under his leadership grew to the 6th largest independent in U.S. with over 3,000 financial advisors generating in excess of $400 million of fee and commission revenues.
Jim’s team led the design and development of several innovative programs to build advisor support services, including education, technology and an employee-advisor model created to provide an opportunities for financial advisors from wire houses and regional firms to enjoy independence. He led and was also responsible for the new design of the advisory services business which provided services to financial advisors overseeing in excesss of $30 billion of client assets in the U.S.
During his career, Jim also served as president and CEO of SunAmerica Securities, Sentra Securities Corporation, Spelman & Co, Inc. and American General Securities. He is a graduate of Arizona State University and holds the Series 7, 24, 63, 66 and Insurance licenses. He currently serves on the FINRA District Three Committee, is a member of the Financial Services Institute and actively participates in the Vistage CEO Organization. Jim is married with two teenage children, and is an avid snow skier and hiker. He also enjoys fishing, tennis, reading and baseball.
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