Douglas Jones
Douglas Jones is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Winners Circle, Suite 400, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas works as an associate/employee for Pinnacle Asset Management and Pinnacle Financial Partners, both since 2016, dedicating about half of his time to each. His duties include financial advising, building relationships, seeking prospects, and managing client investment accounts.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations25 states
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