James Hundley, CFP®
2300 West End Avenue
Nashville, TN 37203
James Hundley, CFP®,is a senior vice president with Pinnacle Asset Management and offers securities as a wealth manager with Raymond James Financial Services, member FINRA/SIPC.
Hundley coordinates the financial affairs for a select group of families and individuals, taking a straightforward approach to helping clients create, preserve, and transfer wealth. This is accomplished through a four step process:
- Understand - Gain a mutual understanding of your current situation and dreams for the future.
- Design - Develop a financial plan to serve as a roadmap.
- Implement - Discuss multiple options for investment strategies, allowing you to play an active role in finalizing the plan. This way you understand what is being done, why it’s being done that way, and any costs associated.
- Manage - Ongoing review of the investments and your personal situation to proactively address any risks or opportunities.
Hundley began his career in financial services in 2004. Before coming to Pinnacle in 2013 he was with Raymond James and Associates in Nashville, where he served as an associate vice president of investments. Prior to Raymond James, Hundley was a relationship manager for Godsey & Gibb Associates in Richmond, VA.
He is a volunteer lacrosse coach for Ensworth Middle School and serves on the board of Boys & Girls Clubs of Middle Tennessee.
Raymond James is not affiliated with any organizations mentioned herein.
Education
- Bachelor’s degree, University Studies, The University of Tennessee
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
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™ and federally registered 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.
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.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Quick Links