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 almost 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 FINRA 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 Kehrer Group’s Top Directors Awards List in 2022 and 2023. He also was named as one of Bank Investment Consultant (BIC) Magazine’s Top 100 Bank Advisors for 2019. 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 is not affiliated with the above organizations and/or charitable causes.
The 2022 Kehrer Bielan Top Directors in Credit Unions Award was released on 10/4/2022 and is based on data from 2021. Kehrer Bielan considered 177 nominees in the credit union affiliated category, and from those selected 5 winners who best exemplified distinguished efforts in driving growth to the financial institutions they support. The metrics used to determine the winners include the extent to which the practice is growing the business while producing sufficient revenue relative to its opportunity. The metrics also include whether the practice is achieving the objectives of producing more advisory and insurance business, reducing the number of clients served by each advisor and the size of branch territories and increasing revenue per client and the ROA (Return on Assets ). Other criteria includes: Revenue penetration of deposits - revenue per million of FDIC core deposits or NCUA share deposits, Year-over-year growth in revenue - 2021 revenue divided by 2020 revenue, Advisor revenue productivity - gross revenue per advisor, Advisor asset productivity - assets per advisor, Advisory revenue per advisor, Life insurance revenue per advisor, Clients per advisor, Revenue per client, Investment assets per client, Asset productivity- revenue on assets and Advisor coverage - deposits per advisor. 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 Bielan Research & Consulting is not affiliated with Raymond James.
Top 100 Bank Advisors (2019)
To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. 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. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.
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.