Jennifer Wichman
845 Church Street N
Suite 305
Concord, NC28025
Jennifer Wichman is a sales assistant for Pinnacle Asset Management, the firm’s unit for investment management and securities trading and execution through Raymond James Financial Services, Inc. She is based at Pinnacle’s office at The Refinery, 1213 W Morehead Street in Charlotte.
Wichman joined Pinnacle in 2020 with 15 years of financial industry experience. Before joining the firm, she was with Wells Fargo Financial Advisors, where she was a senior registered client associate focused on client satisfaction. Wichman also served as an integral part of the financial advisor/client relationship as a consistent resource for clients.
Wichman holds Series 6, 7, 31, 63 and 66 securities licenses as well as North Carolina life and health and long term care.
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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