Jeff East, CFP®

Jeff East, CFP®

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

128 Franklin Road
Brentwood, TN 37027
Phone: 615.743.8875
Fax: 615.743.8876
Email

Jeff East 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.

East has worked in the investment services industry since 2007 and provides discretionary portfolio management tailored to the individual needs of his clients. He considers tax advantages in his work with both individuals and businesses. East came to Pinnacle from Regions Investment Solutions, a division of Regions Bank, where he was a financial consultant. Previously he was an investment management consultant for Raymond James & Associates (Morgan Keegan & Company).

Education

  • Bachelor’s degree, management and finance, The University of Tennessee
  • Certificate in Financial Planning, Northwestern University

Licenses and Certifications

  • CERTIFIED FINANCIAL PLANNER professional
  • Series 7, 6, 63 and 65 securities licenses
  • Licensed in life insurance

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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