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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Knight is a financial advisor with Fidelity Personal And Workplace Advisors. Jonathon has been in the financial services industry since 1992 and has a wide range of experience, including working with individuals, families, and small businesses. Jonathon is committed to providing personalized financial advice and helping clients achieve their financial goals. Jonathon has a strong understanding of the investment markets and is committed to providing his clients with the best possible service. Jonathon holds licenses in Illinois and Texas.
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.
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.
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.
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IL
11/21/2022 - Present
Fidelity Personal AND Workplace Advisors (MOUNT PROSPECT IL)
IL
01/26/2022 - 10/10/2022
CHARLES SCHWAB & CO., INC. (Schaumburg IL)
IL
02/26/2018 - 10/10/2022
TD AMERITRADE, INC. (SCHAUMBURG IL)
IL
07/29/2014 - 02/26/2018
SCOTTRADE, INC. (ARLINGTON HEIGHTS IL)
IL
06/24/2013 - 07/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
12/06/2006 - 06/03/2013
T. ROWE PRICE INVESTMENT SERVICES, INC. (OAK BROOK IL)
IL
08/30/2004 - 10/05/2006
E*TRADE SECURITIES LLC (CHICAGO IL)
NJ
02/19/2003 - 08/26/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
TX
08/12/1992 - 02/13/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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