Jennifer Gunther Astles

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

• 11/2007 → 07/2020
  Wells Fargo Advisors
  Charlotte, NC
• 08/2020 → Present
  Pinnacle Bank//Pinnacle Financial Partners
  Concord, NC
• 07/2020 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 07/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Charlotte, NC

Previous Registrations

• 2010-04-23 → 2020-07-06
  Wells Fargo Clearing Services, Llc
  Concord, NC
  Charlotte, NC
  Kannapolis, NC
  Charlotte, NC
  Huntersville, NC
  Charlotte, NC

Other Businesses

(1)Name of Business: PAM - Pinnacle Asset Management Address: 871 Church St N, Flr 2, Concord, NC, 28025, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Pinnacle Asset Management, Registered Sales Assistant. Assist Financial Advisors in business activity and support for clients.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-22
• S63 Uniform Securities Agent State Law Examination
  2005-12-13

Other Names

• Jenny Wichman
• Jennifer Anne Gunther
• Jennifer A Wichman
• Jennifer Anne Wichman
• Jennfer Anne Wichman
• Jennfer Gunther Astles