Jeff Francis
1111 Northshore Dr.
Knoxville, TN 37919
Jeff Francis serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Francis is a Certified Private Wealth Advisor® and part of the Knoxville Pinnacle Asset Management team located at Pinnacle’s Northshore office. He works closely Robert DeNovo and Jillian Sutton-Fenech to help clients strive to accumulate, preserve and distribute their assets. His role on the team is to provide expertise in the asset accumulation and income distribution phases of the investment cycle.
Francis’s experience in financial services began in 1994 as vice president and senior investment officer with First Tennessee. He joined the Pinnacle Asset Management team in 2009.
A star athlete, Francis played quarterback in the NFL for the Los Angeles Raiders and the Cleveland Browns. He was starting quarterback (1986-1988) at The University of Tennessee, Knoxville.
Education
- Bachelor of Science, Business, The University of Tennessee
Licenses and Certifications
- Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute®
- Series 7, 24, 52 and 63 securities licenses
- Tennessee Life and Health Insurance license
Check the background of this investment professional on FINRA's BrokerCheck.
Raymond James is not affiliated with the above organizations.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:
| Not FDIC insured | Not bank guaranteed | Subject to risk and may lose value |
| Not guaranteed by any government agency | Not a bank deposit | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers.
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