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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon McKnight is a financial advisor with LPL Financial LLC. Jon has been in the financial industry since 1992 and has experience with both LPL Financial LLC and TRIAD ADVISORS LLC. Jon has a Series 6, 7, 24, 63 and 65 license and holds registrations in Alabama, Arizona, Arkansas, California, Florida, Kentucky, Oregon and Tennessee. Jon specializes in financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
TN
03/04/2013 - 07/01/2022
TRIAD ADVISORS LLC (DYERSBURG TN)
TN
07/19/1999 - 01/15/2013
LPL FINANCIAL LLC (DYERSBURG TN)
NY
12/16/1991 - 10/07/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/16/1991 - 08/03/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
IA
Issued 06/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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