Jeff K. Joiner,
CWS®, CPFA
Vice President, FNB
Private Wealth Advisor, RJFS
Jeff Joiner’s interest in finance goes all the way back to his childhood. “I grew up in this business and from an early age enjoyed learning about and navigating the markets,” he says. A second-generation financial advisor, Jeff seeks to help people decipher the complexities of the financial landscape and create prudent investment plans designed to achieve their goals while carefully managing risk. With over 30 years of experience, Jeff enjoys helping others do well through financial planning and investment portfolio management. His clients include families and individuals, as well as for-profit and not-for-profit institutions.
After graduating with honors from the University of Kentucky with his Bachelor of Business Administration, Jeff began his career as a financial advisor at Hilliard Lyons. He went on to hold positions with Morgan Keegan and PrimeVest Financial. As Vice President and Branch Manager, he led the FNB Investment Services team to join Raymond James in 2007. He helped grow the organization over the years from a single advisor practice to a ten-member firm.
Jeff holds several key professional credentials that help him serve the specific and complex needs of his clients. In addition to being a Certified Plan Fiduciary Advisor®, he has earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals, and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. He is also a Certified Wealth Strategist® (CWS®), a designation that further enhances his expertise in private wealth advisory. The CWS® designation involves rigorous training, comprehensive assessments, and adherence to high ethical standards. This advanced training equips Jeff with the skills to navigate complex financial situations and provide tailored wealth strategies to his clients. Jeff is also a General Securities Principal and holds Series 7, 24, 31, 53, 63, and 65 securities licenses.
Jeff is frequently quoted in publications and is proud to have received several recognitions and awards. He was named to the 2024 edition of Forbes list of Best-in-State Wealth Advisors. He was named to the Kehrer Group’s Top Directors Awards List in 2022 and 2023. Additionally, each year from 2014 through 2024, he has been named as a member of Raymond James Financial Services’ Executive Council.
Giving back to the community is a priority for Jeff. He is active with a number of local organizations including the Rotary Club of Danville, where he is a past president, board member and was named a Paul Harris Fellow. He has served in various capacities at the Heart of Kentucky United Way receiving the group’s Community Leadership Award and its Community Impact Award. He is also a graduate of Leadership Boyle County, a Salvation Army volunteer, and has served as a member, elder, and trustee at First Christian Church of Danville.
Originally from Hopkinsville, Kentucky, Jeff now lives in Danville with his wife, Libby. They have two children, Joshua and Elizabeth. In his free time, he enjoys boating, fishing, playing tennis, and making memories with his family.
Raymond James Financial Services’ Executive Council Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, 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 approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an 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 obtaining this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2023 Kehrer Group Top Directors Awards were released on 11/8/2023 and are based on data from 2022. Kehrer Group considered 132 nominees from across the financial institution securities and insurance community. Nominees were considered for recognition in one or more categories: Small Firms (firms with fewer than 7 financial advisors), Mid-Size Firms (firms with between 7 and 24 advisors), Large Firms (firms with between 24 and 50 advisors), Mega Firms (firms with more than 50 advisors), Credit Unions, Emerging Firms, and Women-led firms. The top 5 directors in each category were selected as winners. The metrics used to determine the winners include how many of the institution’s customers/members are being served, and how much revenue the investment services practice is producing relative to its opportunity, whether the program is achieving the widely held objectives of producing more advisory and insurance business, number of clients served by each advisor, size of branch territories, and revenue and asset figures. 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. Kehrer Group is not affiliated with Raymond James.
