Unclaimed
Jonathan Knox is a financial advisor with over 17 years of experience in the industry. He is currently registered with Hornor, Townsend & Kent, LLC and has been with the firm since 2006. He is also a licensed insurance agent with Empire Wealth Strategies and Jonathan J. Knox Wealth Management, LLC. His areas of expertise include life insurance, health insurance, disability insurance, and long-term care insurance. He is committed to providing personalized financial planning and investment advice to individuals and families.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NY
03/19/2021 - Present
Hornor, Townsend & Kent, LLC (WOODBURY NY)
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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