James Hare

James Hare

James Hare
EVP & Managing Director, Pinnacle Asset Management | Investment Advisor, Raymond James Financial Services

3823 Cleghorn Avenue
Nashville, TN 37215
Phone: 615.743.6046
Email

James Hare is an Executive Vice President and Managing Director with Pinnacle Asset Management and Pinnacle Financial Partners in Nashville, TN. His primary focus is managing discretionary investment portfolios for families with more than $5 million in investable assets. He currently manages more than $350 million for 50 families.

Mr. Hare has been named a Top 50 Advisor by Bank Investment Consultant Magazine five times (2012, 2014, 2016, 2017, and 2018). In 2016, the publication ranked him the #2 financial advisor in the country. In 2018, he received the #1 ranking in the country by the same magazine. In 2018 and 2019, he was recognized by Forbes as a "Best in State Wealth Advisor." Also in 2019, the Nashville Business Journal named him a “Power Leader in Finance.”

Mr. Hare is actively involved in his community, having previously served on the alumni board of The Owen Graduate School of Management at Vanderbilt, as well as the Nashville Catholic Diocese Hand in Hand Program, which educates children with mental disabilities.

Mr. Hare earned a bachelor's degree in Economics from The University of Tennessee, Knoxville and a master's of business administration from Vanderbilt University. He, his wife, Roxana, and their four daughters are native Nashvillians and members of St. Henry’s Catholic Church.

Licenses and Certifications

  • Series 7 and 66 securities licenses

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

 



Bank Investment Consultants “Top 100 Bank Advisors” (prior to 2016, they published “Top 50”)

To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2015 AUM was defined as the amount an advisor had as of Aug. 31, 2016. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2016 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's.

Rep Magazine's "Top 50 NexGen IBD Advisors"
Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. To be eligible, advisors had to be under the age of 40 as of Jan. 1, 2015. Nominations were solicited from the top 30 Independent Broker/Dealers by headcount, sourced from Cerulli Associates. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. REP Magazine, Cerulli Associates is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

Forbes Best-In-State Wealth Advisors 2018
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

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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