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John B Hess

THE Pinnacle Financial Group

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About John B Hess

John B. Hess is a financial advisor at The Pinnacle Financial Group. John has been in the financial industry since 2009 and is registered with both FINRA and the state of Connecticut. John offers financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. John holds the Series 66, Series 7, and SIE licenses. John is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

John Hess is currently registered with THE Pinnacle Financial Group. THE Pinnacle Financial Group, headquartered in Rockville Centre, NY, is an investment advisor with 37 investment advisor representatives. The firm manages over $1.2 billion in regulatory assets under management for clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
THE Pinnacle Financial Group

9 SOUTH LONG BEACH ROAD

ROCKVILLE CENTRE, NY 11570

$1.20B

Assets Under Management

Not reported

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning

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John Hess’s Registration & Firm History

CT

09/01/2021 - Present

THE Pinnacle Financial Group (Darien CT)

CT

01/29/2009 - 06/03/2009

J.P. MORGAN SECURITIES INC. (NEW CANAAN CT)

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Licenses & Designations

BOTH

Issued 03/03/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John B Hess.
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