Jeffrey Knox
Jeffrey Knox is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Broadview Heights, OH, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent selling various insurance products, dedicating a few hours per week. He also owns Vision Wealth Management LLC and Financial Management Strategies, Inc., spending about a quarter of his time and a full-time equivalent respectively on financial services and advisory business. Jeffrey also owns a consulting business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Financial Management Strategies, INC.
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
W. S. Griffith & CO., INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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