Jeff Cox

Jeff Cox

Jeff Cox
Senior Vice President, Pinnacle Asset Management
Financial Consultant, RJFS

3333 Riverwood Parkway
Suite 100
Atlanta, GA 30309
Phone: 470.990.8421
Fax: 470.990.8431
Email

Jeff Cox is a senior vice president for Pinnacle Asset Management and a financial consultant with Raymond James Financial Services, Inc., member FINRA/SIPC. He is a part of the Atlanta Asset Management team and is based at Pinnacle’s Riverwood office at 3333 Riverwood Parkway.

Cox has been advising small business owners and individual investors since 1989. As a member of Pinnacle’s private wealth team, he guides clients through in-depth discussions surrounding asset allocation, income distribution, and generational wealth transfer. These conversations typically involve investment strategies, tax management, insurance needs, lending options and estate planning. Before joining the firm in 2020, Cox spent 15 years with Synovus Securities.

Education

  • Bachelor's degree in finance, University of Georgia’s Terry School of Business

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

  • Not deposits or obligations of the bank
  • Not insured by bank insurance, the FDIC or any other government agency
  • Not guaranteed by Pinnacle Bank
  • Subject to risk, may lose value.

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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