Jeff Chesson, CFP

Jeff Chesson, CFP

Jeff Chesson, CFP
Senior Vice President Pinnacle Asset Management | Private Wealth Manager, RJFS

707 Green Valley Road
Greensboro, NC27408
Phone: 336.318.4431
Fax: 336.318.4432

Jeff Chesson is a senior vice president for Pinnacle Asset Management and a private wealth manager with Raymond James Financial Services, Inc., member FINRA/SIPC. He is a part of the Triad Asset Management team and is based at Pinnacle’s Greensboro office at 707 Green Valley Road.

Chesson joined Pinnacle in 2020 with Private Wealth Managers Tracy Cottingham and Steve Brackman, and Registered Sales Assistant Angela Dodson, to form Capstone Investment Partners to serve businesses and individuals with significant investment needs. The four-member team was previously with Wells Fargo Advisors.

Before joining Pinnacle, Chesson was with Wells Fargo for 16 years, where roles included serving as a financial advisor and a regional private banker.

He stays connected to his community as an active member at Westover Church in Greensboro, North Carolina. Chesson has also served as team lead for the Leukemia & Lymphoma Society Light the Night annual fundraiser.

He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 63, 65 and North Carolina LTC, Life and Health Insurance Licenses. Chesson earned a bachelor’s degree in business management from North Carolina State University.

He is married to Casey; they have three children. In his free time, Jeff enjoys golfing, mountain biking, camping and spending time with his family.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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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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