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Joel Bernard Knight

American Investors Co.

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About Joel Bernard Knight

Joel Knight is a registered investment advisor representative with American Investors Co. located in Monterey, California. Joel Knight has been in the industry since 1985. Prior to joining American Investors Co., Joel Knight was registered with GOLDEN TRIANGLE SECURITIES LLC, MONTEREY FINANCIAL SERVICES, and AMERICAN PACIFIC SECURITIES CORPORATION. Joel Knight is licensed in Arizona, California, Georgia, Illinois, Mississippi, Montana, Nevada, New Jersey, New Mexico, Oregon and Washington. Joel Knight holds Series 66, Series 24, SIE, and Series 7 licenses. Joel Knight specializes in providing financial planning services. Joel Knight's other business activities include JOEL KNIGHT TAX & BUSINESS SERVICES/JOEL KNIGHT, INC. and JOEL B. KNIGHT.

Firm Information

Joel Knight is currently registered with American Investors Co.. American Investors Co. is a California-based corporation that has been in operation since 1973. The firm provides financial planning, portfolio management services for businesses and individuals, and selects other advisors for clients. They are registered with the SEC and in 40 states. They manage over $616 million in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. The firm has over 80 employees, including 20 licensed agents, 30 investment adviser representatives, and 32 registered representatives. They have been involved in 3 regulatory events and 2 arbitrations.
American Investors Co.

12667 ALCOSTA BLVD., SUITE 160

SAN RAMON, CA 94583

$616.90M

Assets Under Management

18

Total Clients

40

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Joel Knight’s Registration & Firm History

CA

07/30/1998 - Present

American Investors Co. (MONTEREY CA)

CA

02/29/2000 - 07/31/2000

GOLDEN TRIANGLE SECURITIES LLC (CARMEL CA)

NA

06/30/1986 - 09/28/1990

MONTEREY FINANCIAL SERVICES

NA

06/18/1985 - 02/10/1986

AMERICAN PACIFIC SECURITIES CORPORATION

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Licenses & Designations

BOTH

Issued 07/21/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/1985

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Joel Bernard Knight. Review regulatory record here.
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