JK
CFP
JK
CFP

Jeffrey Knight

5 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 5 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 850 clients with $40B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
850 clients
Average Client Portfolio
$47.4M average
Assets Under Management
$40.3B

Fee Structure

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

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
November 2024 - Present · 1 yr 11 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

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Exams
No exam information available for this advisor.
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