Jeffrey East
Jeffrey East is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 14 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
21 Platform Way South, Suite 2500, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an owner at Moody + East Investment Partners and an associate/employee at Pinnacle Asset Management. Both roles involve financial advising and planning, taking about half of Jeffrey's time each.
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
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations25 states
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