Jeffrey Francis,
CPWA® Private Wealth Advisor, RJFS Senior Vice President, Pinnacle Asset ManagementJeff Francis serves as a senior vice president with Pinnacle Asset Management and offers securities as a financial advisor with Raymond James Financial Services, Inc., member FINRA/SIPC.
Francis is part of the Knoxville Pinnacle Asset Management team located at Pinnacle’s Northshore office. He works closely with Robert DeNovo and Jillian Sutton-Fenech to help clients strive to accumulate, preserve, and distribute their assets. His role on the team is to provide expertise in the asset accumulation and income distribution phases of the investment cycle.
Francis’s experience in financial services began in 1994 as vice president and senior investment officer with First Tennessee. He joined the Pinnacle Asset Management team in 2009.
A star athlete, Francis played quarterback in the NFL for the Los Angeles Raiders and the Cleveland Browns. He was starting quarterback (1986-1988) at The University of Tennessee, Knoxville.
Education
- Bachelor of Science, Business, The University of Tennessee
Licenses and Certifications
- Series 7, 24, 52 and 63 securities licenses
- Tennessee Life and Health Insurance license
- Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute®
Check the background of this investment professional on FINRA's BrokerCheck.
Raymond James is not affiliated with the above organizations and/or charitable causes.
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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.