James Mason Hundley

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

• 01/2013 → Present
  Raymond James Financial Services
  Nashville, TN
• 01/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 01/2013 → Present
  Pinnacle Bank
  Nashville, TN
• 01/2013 → Present
  Vista Resources
  Pittsburg, PA

Previous Registrations

• 2007-11-20 → 2012-12-31
  Raymond James & Associates, Inc.
  Nashville, TN
• 2006-03-17 → 2006-07-20
  Godsey & Gibb Wealth Management
  Richmond, VA

Other Businesses

(1) Name of Business: Pinnacle Asset Management Address: 2300 West End Ave, Nashville, TN, 37203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning

Exams

• S66 Uniform Combined State Law Examination
  2007-10-19
• S65 Uniform Investment Adviser Law Examination
  2006-03-16

Designations

• Certified Financial Planner