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Anthony J

Series 63, Series 65

Virginia Beach, VA

Raymond James Financial

Anthony Jernigan is a financial advisor with Raymond James Financial based in Virginia Beach, VA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He also leads The Pinnacle Group as CEO and President, a business he has owned since 2005. Jernigan has worked at Raymond James Financial since 2009 and has extensive experience managing regional advisory operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal advisory services, along with specialized consulting programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tami P

Series 63, Series 66

Virginia Beach, VA

Raymond James Financial

Tami Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Raymond James since 2001, including five years at the current firm entity, and worked briefly at Easan Katir from 2018 to 2020. Outside of advising, she serves as an executive assistant to a branch manager at The Pinnacle Group in Virginia Beach. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary advice through analytical tools and supports various advisory programs, including municipal finance and SIMPLE IRA employer consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Raleigh J

Series 66

Virginia Beach, VA

Raymond James Financial

Raleigh Jernigan is a financial advisor at Raymond James Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Capital One and UBS. He serves as Sponsorship Director on the advisory board of the Society for Human Resources Management, overseeing sponsor relations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tyler A

Series 65, Series 63

Virginia Beach, VA

Raymond James Financial

Tyler Allen is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities, among other firms. He is also involved with The Pinnacle Group, a support company based in Virginia Beach. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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