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Jeff Lee Knox

Investment Distributors, Inc.

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About Jeff Lee Knox

Jeff Knox is a financial advisor with over 14 years of experience in the financial services industry. Jeff holds the Series 6, 7, and 63 licenses, and the SIE exam. Jeff is currently registered with Investment Distributors, Inc. in Kentucky. Previously, Jeff worked with several firms, including Jackson National Life Distributors LLC, Cetera Investment Services LLC, BB&T Securities, LLC, BB&T Investment Services, Inc., LPL Financial LLC, VALIC Financial Advisors, Inc., MetLife Securities Inc., and SunTrust Investment Services, Inc. Jeff is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Jeff Knox is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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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Jeff Knox’s Registration & Firm History

KY

03/08/2024 - Present

Investment Distributors, Inc. (Covington KY)

TN

02/15/2022 - 03/12/2024

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

02/12/2018 - 01/31/2022

CETERA INVESTMENT SERVICES LLC (CHATTANOOGA TN)

TN

01/02/2018 - 02/02/2018

BB&T SECURITIES, LLC (CHATTANOOGA TN)

TN

05/04/2015 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHATTANOOGA TN)

TN

03/27/2014 - 05/12/2015

LPL FINANCIAL LLC (CHATTANOOGA TN)

TN

06/22/2011 - 10/24/2013

VALIC FINANCIAL ADVISORS, INC. (KNOXVILLE TN)

TN

12/15/2008 - 08/03/2009

METLIFE SECURITIES INC. (CHATTANOOGA TN)

TN

09/12/2007 - 10/27/2008

SUNTRUST INVESTMENT SERVICES, INC. (SIGNAL MOUNTAIN TN)

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Licenses & Designations

IA

Issued 04/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/10/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jeff Lee Knox. Review regulatory record here.
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