Joseph Cannon has been an investment adviser representative at Wealth Navigation since January 2014, and is not listed among the firm’s executive officers or direct owners.
Wealth Navigation, LLC is a Centerville, UT firm with $446M under management, 932 clients and 8 advisers across 2 offices, as of its March 2026 filing.
Joseph Cannon’s longest registration is the current one, 12 years at Wealth Navigation since 2014. Before joining Wealth Navigation in 2014, Joseph Cannon was registered through Northwestern Mutual Investment Services,llc.
- Oak Lane AdvisorsCurrent– present · 12 yearsCenterville, UT · Adviser representative · Firm CRD 140612
- Northwestern Mutual Investment Services,llc– · 5 yearsClearfield, UT · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Joseph Cannon is registered as an investment adviser representative in Utah, since January 2014.
- UtahSince 23 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 28 December 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 May 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Joseph Scott Cannon
- CRD
- 4512257
- Firm
- Wealth Navigation · CRD 140612
- Office
- 1222 W. LEGACY CROSSING BLVD, SUITE 6, Centerville, UT 84014
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Cannon work?
Joseph Cannon is an investment adviser representative registered through Wealth Navigation, LLC since January 2014, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Cannon a financial advisor?
Yes. Joseph Cannon has a current investment-adviser registration in Utah, through Wealth Navigation since January 2014.
How many years of experience does Joseph Cannon have?
Joseph Cannon has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Joseph Cannon passed?
Joseph Cannon has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in May 2002. FINRA credited Joseph Cannon with the SIE, which began in October 2018.
Where did Joseph Cannon work before Wealth Navigation?
Before Wealth Navigation, Joseph Cannon was registered through Northwestern Mutual Investment Services,llc, August 2008 to October 2013.
Where is Joseph Cannon based?
Joseph Cannon’s registered office is in Centerville, UT.
Is Joseph Cannon registered with FINRA?
No. Joseph Cannon has no current broker registration.
How can I verify Joseph Cannon’s record?
Search CRD 4512257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Cannon’s full registration record.