Doug Jones, CFP®
7040 Carothers Pkwy.
Franklin, TN 37067
Doug Jones is a senior vice president with Pinnacle Asset Management and offers securities as a financial consultant 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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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