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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jay Knox is an investment advisor representative with Carnegie Investment Counsel. John has been in the financial services industry since 1986 and has a strong track record of success in providing financial advice to individuals, families, and institutions. John holds the Series 7, 63, and 26 licenses and is a Chartered Financial Analyst. John is a strong advocate for his clients and strives to provide them with the highest quality financial advice. John is committed to helping his clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CT
02/10/2025 - Present
Carnegie Investment Counsel (Stamford CT)
CT
08/26/2003 - 03/06/2008
UST SECURITIES CORP. (STAMFORD CT)
NY
10/02/1995 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NY
07/31/1993 - 07/18/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/23/1986 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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