John B Hess
Investment adviser representative at The Pinnacle Financial Group
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- The Pinnacle Financial GroupOct 2013 to now
- LPL Financial LLCJan 2010 to now
- North Star Wealth InvestorsJan 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
The Pinnacle Financial Group
$1.4BAssets managed
3,208Clients
43Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1843712
- Firm CRD
- 164395