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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All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

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

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any 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 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 not independently registered as broker-dealers or investment advisers. 

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