CANNON BEACH CONSULTANTS INC
Legal name: CANNON BEACH FINANCIAL ADVISORS
CRD #140959 SEC #801-66973 SAN RAMON, CA 888-839-9399
SEC Registered
Total AUM
$175.7M
Discretionary
$173.7M
Employees
2
Clients
51
Accounts
558
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 25, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | D | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | D | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | D | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | D | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | D | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| ROGERS, GREGORY, STEWART | I | PRESIDENT, CHIEF OPERATING OFFICER | D | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| CHANG, JUNMIN, (NMN) | I | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| MOORE-JONES, OLIVIA, SUSAN | I | PRESIDENT | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | C | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | A | Control |
| ROGERS, GREGORY, STEWART | I | CHIEF OPERATING OFFICER | A | Control |
Registrations
Federal
IA
Sep 25, 2025 REGISTERED
Notice Filings (6)
CA LA MA NC NH TX
Address
2603 CAMINO RAMONSUITE 416
SAN RAMON, CA 94583
United States
Phone: 888-839-9399