Jeffrey Francis
Jeffrey Francis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 27 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
1111 Northshore Drive, Suite S-600, Knoxville, TN, 37919
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey works as a sports commentator, dedicating minimal time to this activity. He also works as an investment advisor for Pinnacle Bank and Pinnacle Asset Management, dedicating about half his time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Tennessee Advisory Services, INC.
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.