James Hare

James Hare

James Hare
EVP & Managing Director, Pinnacle Asset Management | Investment Advisor, Raymond James Financial Services

3823 Cleghorn Avenue
Nashville, TN 37215
Phone: 615.743.6046
Email

James Hare is a private wealth manager and executive vice president / managing director with Pinnacle Asset Management and Pinnacle Financial Partners in Nashville, TN. His primary focus is managing discretionary investment strategies for families with more than $10 million in investable assets.

Mr. Hare has been named a Top 50 Advisor by Bank Investment Consultant Magazine numerous times. 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). Mr. Hare has also been recognized by Forbes as a “Best in State Wealth Advisor” multiple times.

Mr. Hare earned a BA in Economics from The University of Tennessee, Knoxville and an MBA from Vanderbilt University.

Licenses and Certifications

  • Series 7 and 66 securities licenses

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

 



Pinnacle Asset Management, Pinnacle National Bank, and Pinnacle Financial Partners are not registered broker/dealers and are independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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, 2016. 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 wire houses, independent and RIA advisors; individual advisors not required to be individually registered in FINRA.

Forbes Best-In-State Wealth Advisors
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, Assets Under Management, 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 approximately 34,925 nominations by their firms, more than 6,550 advisors 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Check the background of these investment professionals on FINRA's Broker Check.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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