JK
ChFC
JK
ChFC

Jeffrey Charles Knox

43 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

9200 South Hills Blvd Ste 310, Broadview Heights, OH, 44147

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History

Regulatory History
Clean regulatory record

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.

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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
June 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 5 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Financial Management Strategies, INC.
January 2000 - Present · 26 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
November 2009 - September 2013 · 3 yrs 10 mos
Walnut Street Advisers INC
January 2000 - January 2006 · 6 yrs
Walnut Street Securities, INC.Broker
October 1988 - September 2013 · 24 yrs 11 mos
W. S. Griffith & CO., INC.Broker
November 1982 - October 1988 · 5 yrs 11 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Charles Knox - Financial Advisor | TrueAdvisor