James Hundley, CFP®

James Hundley, CFP®

James Hundley, CFP®
Private Wealth Manager, Raymond James Financial Services, Inc. and Senior Vice President, Pinnacle Asset Management

425 11th Avenue North
Nashville, TN 37203
Phone: 615.690.4125
Email

James Hundley, CFP®,is a senior vice president and financial consultant 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 creating, preserving, and transferring 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 - Continuously monitor 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.

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.

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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