PROVIDING CUSTOMIZED SERVICES
FOR DISCERNING CLIENTS
Mike Kanner
President
John Jennings
Financial Advisor
Emily Smith
Director of Client Services
Annie Vliegenthart
Financial Advisor
Norman Wells
Financial Advisor
Garrick Cashatt
Financial Advisor
JOHN JENNINGS
FINANCIAL ADVISOR
Vero Beach Office
Through his exceptional dedication and service, John was named to the Forbes 2019 Best-In-State Next-Gen Advisors list.*
John, a Vero Beach native, graduated from the University of Central Florida with a BA in finance. He is a member of the Rotary Club of Vero Beach Oceanside. He played ice hockey for Stony Brook University in Long Island, New York. John enjoys living in Florida and being close to family and friends.
JOHN JENNINGS
FINANCIAL ADVISOR
Vero Beach Office
Through his exceptional dedication and service, John was named to the Forbes 2019 Best-In-State Next-Gen Advisors list.*
John, a Vero Beach native, graduated from the University of Central Florida with a BA in finance. He is a member of the Rotary Club of Vero Beach Oceanside. He played ice hockey for Stony Brook University in Long Island, New York. John enjoys living in Florida and being close to family and friends.
Mike Kanner
President
John Jennings
Financial Advisor
Emily Smith
Director of Client Services
Annie Vliegenthart
Financial Advisor
Norman Wells
Financial Advisor
Krysta Wright
Client Service Manager
Garrick Cashatt
Financial Advisor
SHOOK Research considered advisors born in 1980 or later with a minimum of four years of relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see SHOOKresearch.com.
Raymond James is not affiliated with the above organizations and/or charitable causes.