Jeffrey East, financial advisor Brentwood TN
96 score

Jeffrey East

CRD Number: 5570568
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeffrey East (CRD# 5570568) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brentwood, TN and has over 6 years of experience in the finance industry. Jeffrey East has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Pinnacle Asset Management Brentwood, TN Aug 2016 - Current 1
Raymond James Financial Services Advisors Inc. Brentwood, TN Aug 2016 - Current 1
Raymond James Financial Services, Inc. Brentwood, TN Aug 2016 - Current 1
Pinnacle Bank Brentwood, TN Aug 2016 - Current 1
Regions Bank Brentwood, TN Jan 2013 - Aug 2016 3
Cetera Investment Services LLC Brentwood, TN Jan 2013 - Aug 2016 3
Morgan Keegan & Company, Inc. Nashville, TN Nov 2011 - Jan 2013 1
Ecp Greenville, SC Jun 2009 - Sep 2011 2
Northwestern Mutual Investment Services, LLC Nashville, TN Jul 2008 - Jun 2009 < 1
Realnet Of Middle Tennessee Nashville, TN May 2007 - May 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Jeffrey D. East
Phone Number: 727-567-3020
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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