John Knox
John Knox is a registered investment advisor at Jadwin Asset Management LLC, based in Greenwich, CT, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 23 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jadwin Asset Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.70% to 1.00% per year, depending on the size and composition of your portfolio and the services provided. The fee is calculated monthly, in advance, based on the market value of your investments on the last day of the previous month. The firm may negotiate a different fee for certain client holdings, such as assets held away at other institutions or alternative investments.
Location
115 Mason Street, 2nd Floor, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2014Customer Dispute
March 2009Employment History
Current Registrations
Jadwin Asset Management LLC
Previous Registrations
Tru Independence Asset Management, LLC
Bessemer Investor Services, INC.Broker
J.P. Morgan Securities LLCBroker
First Republic Securities Company, LLCBroker
Pfpc Distributors, INC.Broker
Fps Broker Services, INC.Broker
Bear, Stearns & CO. INC.Broker
Morgan Stanley & CO., IncorporatedBroker
State Registrations1 state
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.