JF
CFP
JF
CFP

Jillian Fenech

21 Years of Experience
Knoxville, TN
Broker

Jillian Fenech is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1111 Northshore Drive, Suite S-600, Knoxville, TN, 37919

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jillian works as a financial advisor through Raymond James, operating under Pinnacle Asset Management, the wealth management division of Pinnacle Bank. This role, encompassing both Pinnacle Asset Management and Pinnacle Bank, takes about half of Jillian's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Ftb Advisors, INC.
May 2005 - January 2009 · 3 yrs 8 mos
First Tennessee Brokerage, INC.Broker
April 2005 - January 2009 · 3 yrs 9 mos
Ftb Advisors, INC.
March 2004 - May 2004 · 2 mos
First Tennessee Brokerage, INC.Broker
May 2003 - May 2004 · 1 yr
State Registrations22 states
ALAZCACOCTFLGAILINKYNCNYOHOKPASCSDTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jillian Fenech - Financial Advisor | TrueAdvisor