James Hare

James Hare

James Hare
Executive Vice President and Managing Director with Pinnacle Asset Management

3823 Cleghorn Ave.
Nashville,TN 37215
Phone: 615.743.6046
Email

James Hare is an executive vice president and managing director with Pinnacle Asset Management and Pinnacle Financial Partners in Nashville, TN. He offers securities as an investment advisor with Raymond James Financial Services, Inc., member FINRA/SIPC. His primary focus is managing discretionary investment portfolios for families with more than $5 million in investable assets.

Mr. Hare has been named a Top 50 Advisor* by Bank Investment Consultant Magazine multiple times (2012, 2014, 2016, 2017 and 2018). In 2018, the publication ranked him as the No. 1 financial advisor in the country. He was also named one of the Top NextGen IBD Advisors Under 40** by REP. Magazine and Wealthmanagement.com (2014). In 2018 and 2019, he was also recognized by Forbes as a Best in State Wealth Advisor.***

Mr. Hare earned a BA in Economics from the University of Tennessee at Knoxville and an MBA from Vanderbilt University. He began his career in financial services in 1998 with Morgan Keegan and later worked as a senior vice president of investments with Bank of America. He joined Pinnacle in 2007.

Licenses and Certifications

  • Series 7 and 66 securities licenses

Check the background of this investment professional on FINRA's BrokerCheck.

 


 

*Bank Investment Consultants “Top 100 Bank Advisors” (prior to 2016, they published “Top 50”)
To compile the list, multiple variables were combined into one composite score. The six categories used are: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. (Note: 2018 AUM was defined as the amount an advisor had as of Aug. 31, 2018. Likewise, for T-12 production, the 12-month period ending Aug. 31, 2018 was used.) The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. BIC is not affiliated with Raymond James.

**Rep Magazine's "Top 50 NexGen IBD Advisors"
Advisors on the Top NextGen Independent Broker/Dealer Advisors list are ranked exclusively by total assets under management. To be eligible, advisors had to be under the age of 40 as of Jan. 1, 2014. Nominations were solicited from the top 30 Independent Broker/Dealers by headcount, sourced from Cerulli Associates. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. REP Magazine, Cerulli Associates is not affiliated with Raymond James. Rankings are comprised of wirehouses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

***Forbes Best-In-State Wealth Advisors 2018
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms in 2019, 3,477 received the award. In 2018, roughly 21.138 advisors were nominated by their firms, and 2,213 received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.