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Jamison R. Banna, President & Founder
PO BOX 2247
Missoula
MT
59806
Professions
Senior Wealth Manager
About Me
Workshops Offered
Financial Planning, Portfolio & Investment Management, Tax Planning, Tax Efficient Strategies, Insurance, Alternative Investments, Risk Mitigation, Estate & Legacy Structuring
President & Founder
Investment Advisor Representative
Securities Licensure 7, 66
Professional Designations:
Licensed Insurance Producer
Education:
B.S. in Business, Montana State University
Personal Accomplishments:
Proud father of five children
Entrepreneur since 1998
Track & Field Big Sky Conference Champion & Record Holder
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