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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dion Knight is a financial advisor who has been working in the financial services industry for over 10 years. Knight is currently registered with Cerity Partners Retirement Plan Advisors and holds Series 65, 6TO, and SIE licenses. He is a Certified Financial Planner and has experience in providing financial wellness coaching. In addition to his current role with Cerity Partners Retirement Plan Advisors, Knight previously worked for State Farm VP Management Corp. and JPMorgan Chase. Knight is committed to helping individuals and families achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Financial wellness coaching
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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NY
11/13/2024 - Present
Cerity Partners Retirement Plan Advisors (NEW YORK NY)
IL
01/28/2020 - 03/01/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 06/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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