Jacob A. Wright
530 Johnnie Dodds Blvd.
Mt. Pleasant, SC29464
Jacob Wright is a vice president for Pinnacle Asset Management and a financial consultant for Raymond James Financial Services, Inc., member FINRA/SIPC. Wright is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is located at Pinnacle’s Johnnie Dodds Boulevard location in Mt. Pleasant, South Carolina.
Wright joined Pinnacle in 2023 bringing more than 14 years of investment experience and a deep skill set focused on providing effective advice and creative insights to his clients. He came to Pinnacle from Truist Investments, where he was a financial advisor for its private client area and a member of the Crescent Palm Group focused on working with individuals looking to enter a work optional style of life, including pre-retirees, business professionals, retirees, business owners and executives. Previously, Wright was with BB&T, where he was a wealth advisor, a wealth advisor regional director and private advisor team director. Wright began his career with Edward Jones in 2009 serving as a financial advisor.
He is a graduate of Campbell University, where he earned his bachelor’s degree in trust and wealth management with a minor in financial planning and a master’s degree with a concentration in finance. He also has his Series 24, 66 and 7 licenses.
He lives in Mount Pleasant with his wife Terrin and their children Emerson and Banks.
Check the background of these investment professionals on FINRA's Broker Check.
All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.
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 | |
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal. 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 not independently registered as broker-dealers or investment advisers.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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