Robert Michael Hebert

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 08/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 03/2015 → 08/2017
  Suntrust Bank
  Nashville, TN
• 09/2016 → 08/2017
  Suntrust Advisory Services
  Atlanta, GA
• 08/2017 → 09/2018
  Jpmorgan Chase Bank, N.A.
  Nashville, TN
• 08/2017 → 09/2018
  Jpmorgan Securities, Llc
  Nashville, TN
• 10/2018 → 05/2021
  First Horizon Advisors (Fka Ftb Advisors)
  Nasvhille, TN
• 03/2026 → Present
  Raymond James Financial Services Inc.
  Nashville, TN
• 03/2026 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 06/2021 → 08/2022
  Us Bank
  Nashville, TN
• 08/2022 → 03/2026
  Pinnacle Bank
  Nashville, TN
• 08/2022 → 03/2026
  Pinnacle Asset Management
  Nashville, TN

Previous Registrations

• 2018-11-19 → 2021-05-28
  First Horizon Advisors, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Franklin, TN
  Nashville, TN
  Brentwood, TN
• 2016-09-09 → 2017-08-03
  Truist Advisory Services, Inc.
  Nashville, TN
• 2015-03-26 → 2016-12-31
  Truist Investment Services, Inc.
  Nashville, TN
• 2014-01-21 → 2014-12-02
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 2013-11-13 → 2014-01-21
  Cetera Investment Services Llc
  Baton Rouge, AL
  Hoover, AL
• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Baton Rouge, LA
• 2007-09-10 → 2008-10-01
  J.P. Morgan Securities Inc.
  Baton Rouge, LA

Other Businesses

(1)Name of Business: Pinnacle Bank Address: 21 Platform Way Ste 2500, Nashville, TN, 37203, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.\n

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-22
• S66 Uniform Combined State Law Examination
  2007-09-04

Designations

• Certified Financial Planner

Other Names

• Rob Hebert