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Jeffrey Stuart Annis
CRD 3081533
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Annis Gardner Whiting Capital Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Annis Gardner Whiting Capital Advisors Llc
Managing Member, Chief Compliance Officer · 25% – 50% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗