Jeff Rummells
Pinnacle Wealth Management · Dyersburg, Tennessee
Jeff Rummells is a fee-only financial advisor at Pinnacle Wealth Management in Dyersburg, Tennessee. Pinnacle Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pinnacle Wealth Management |
|---|---|
| Based in | Dyersburg, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $95.5M across 367 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 1441857 |
| Exams passed | Series 63 (1986) · Series 65 (2004) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Jeff's firm compares
- Pinnacle Wealth Management's average account is about $260,000, from its Form ADV (assets managed divided by 367 accounts).
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Questions about Jeff
Is Jeff Rummells a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeff holds no broker registration, and Pinnacle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeff charge for financial advice?
Jeff's firm, Pinnacle Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeff Rummells based?
Jeff Rummells is based in Dyersburg, Tennessee.
Is Jeff Rummells registered with the SEC?
Yes. Jeff Rummells is registered as an investment adviser representative in TN and TX (CRD 1441857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pinnacle Wealth Management manage?
Pinnacle Wealth Management reports $95.5M across 367 accounts in assets under management.
How do I contact Jeff Rummells?
Contact details aren't on file yet. Search for Pinnacle Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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