Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Ray Knight is an investment advisor representative with Eagle Strategies LLC. Jack has been in the industry since February 8, 1988, and has been with Eagle Strategies LLC since May 1998. Jack has registrations in 12 states. Jack specializes in providing financial planning, pension consulting and educational seminars. Jack holds the following licenses and certifications: Series 6, Series 7, Series 22, Series 63, Series 65, and SIE. Jack has been a Chartered Financial Consultant since 2017.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/22/2022 - Present
Eagle Strategies LLC (SAN BERNARDINO CA)
IA
Issued 5/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 2/8/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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