Jeffrey Chesson
Jeffrey Chesson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 20 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
707 Green Valley Road, Fl 1, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works as an associate/employee for Capstone Investment Partners, Pinnacle Asset Management, and Pinnacle Financial Partners/Pinnacle Bank, providing financial and wealth management services. Each of these roles takes about half of Jeffrey's time or more.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations10 states
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