Justin Chase Newman

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

• 07/2014 → 07/2017
  Suntrust Investment Services, Inc
  Nashville, TN
• 09/2016 → 03/2018
  Suntrust Bank
  Nashville, GA
• 03/2018 → Present
  Raymond James Financial Services, Inc.
  Nashville, TN
• 03/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Nashville, TN
• 01/2019 → Present
  Pinnacle Bank
  Nashville, TN

Previous Registrations

• 2016-09-14 → 2018-03-20
  Truist Advisory Services, Inc.
  Nashville, TN
• 2016-02-02 → 2016-12-31
  Truist Investment Services, Inc.
  Brentwood, TN

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 150 3rd Ave S Ste 700, Nashville, TN, 37201, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Services Director

Exams

• S66 Uniform Combined State Law Examination
  2015-11-23

Other Names

• Justin Newman