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Jeffrey J Knudson

National Financial Services LLC

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About Jeffrey J Knudson

Jeffrey J. Knudson is a financial advisor with National Financial Services LLC. Jeffrey has over 15 years of experience in the financial services industry. His career spans several firms including Charles Schwab & Co., Inc., TD Ameritrade, Inc., J.P. Morgan Securities LLC, Edward Jones, American Funds Distributors, Inc. and Fidelity Brokerage Services LLC. Jeffrey is licensed to conduct securities business in multiple states, including Texas and Missouri. Jeffrey holds the Series 6, 7, 63 and 66 licenses and the SIE designation. He is currently registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Financial Services LLC.

Firm Information

Jeffrey Knudson is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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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Jeffrey Knudson’s Registration & Firm History

TX

04/26/2024 - Present

National Financial Services LLC (WESTLAKE TX)

TX

11/18/2022 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

09/12/2018 - 12/20/2023

TD AMERITRADE, INC. (Westlake TX)

TX

11/02/2015 - 04/18/2018

J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)

MO

05/12/2015 - 07/08/2015

EDWARD JONES (ST. LOUIS MO)

TX

07/23/2009 - 01/21/2011

AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)

RI

09/23/1998 - 08/23/2004

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 05/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/03/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/2015

Series 7 - General Securities Representative Examination

BC

Issued 07/22/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jeffrey J Knudson. Review regulatory record here.
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