Unclaimed
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 currently registered with Charles Schwab & CO., Inc. Jon has been in the financial industry since 2002, and holds the Series 66, SIE and Series 7 licenses. Jon is registered in 26 states, including Tennessee and Texas, and is active in both Broker-Dealer and Investment Advisor roles. Jon has previously been employed by UBS FINANCIAL SERVICES INC. Jon has worked for Charles Schwab & CO., Inc. since 2004 and is currently also employed by Charles Schwab Bank SSB. Jon specializes in financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TN
01/02/2019 - Present
Charles Schwab & CO., Inc. (Knoxville TN)
NJ
09/03/2002 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jon McKnight is the right advisor for you? Invested Better is here to help.
