Doug Jones, CFP®

Doug Jones, CFP®

Doug Jones, CFP®
Financial Consultant

7040 Carothers Pkwy.
Franklin, TN 37067
Phone: 615.743.8886
Fax: 615.743.8888
Email

Doug Jones is a senior vice president and financial consultant with Pinnacle Asset Management and offers securities as a financial advisor through Raymond James Financial Services, Inc., member of FINRA/SIPC.

Jones came to Pinnacle from Regions Investment Solutions, a division of Regions Bank, where he was a financial consultant. His 26 years of financial services experience included serving as executive director of corporate employee financial services at UBS Financial Services, Inc. and as an investment limited partner of corporate services for J.C. Bradford & Company.

Education

  • Bachelor’s degree, Business Administration and Finance, The University of Tennessee

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER professional
  • Series 7, 9, 10 and 63 securities licenses
  • Tennessee life, accident and health insurance licenses

Check the background of this investment professional on FINRA's BrokerCheck.

Check the background of these investment professionals on FINRA's Broker Check.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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 independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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