JK
CFP
JK
CFP

Jeffrey Knight

4 Years of Experience
Chicago, IL

Jeffrey Knight is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Chicago, IL, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000

RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.

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Location

320 South Canal Street, 44th Floor, Chicago, IL, 60606

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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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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Cerity Partners LLC
May 2024 - November 2024 · 6 mos
Cerity Partners Retirement Plan Advisors
June 2022 - November 2024 · 2 yrs 5 mos
State Farm Vp Management CORP.Broker
January 2020 - March 2021 · 1 yr 2 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Jeffrey Knight - Financial Advisor | TrueAdvisor