Jeffrey Knight, financial advisor Chicago IL

Jeffrey Knight

CRD Number: 7218095
Current Firm: Cerity Partners Retirement Plan Advisors

Jeffrey Knight (CRD# 7218095) is an Investment Advisor Representative working at Cerity Partners Retirement Plan Advisors in Chicago, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cerity Partners Retirement Plan Advisors New York, NY Apr 2022 - Current 2
Metropolitan Family Services Chicago, IL Apr 2021 - Mar 2022 < 1
Unemployed Chicago, IL Mar 2021 - Apr 2021 < 1
State Farm Vp Management Corp. Chicago, IL Jan 2020 - Feb 2021 1
State Farm Insurance Chicago, IL Nov 2019 - Feb 2021 1
Jpmorgan Chase Chicago, IL Oct 2018 - Nov 2019 1
Jpmorgan Chase Chicago, IL Aug 2016 - Sep 2018 2
Mariano's Evergreen Park, IL Apr 2016 - Jul 2016 < 1
Unemployed Chicago, IL Dec 2015 - Apr 2016 < 1
Bowling Green State University Bowling Green, OH Jan 2012 - Dec 2015 3
Bowling Green State University Bowling Green, OH Aug 2011 - Dec 2015 4
Jpmorgan Chase Chicago, IL Jun 2015 - Aug 2015 < 1
Crate And Barrel Chicago, IL Jun 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2022
Contact Info for Jeffrey D. Knight
Phone Number: 212-850-4260
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    16,218
    MILLIONS
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $26,985,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, CO, FL, IL, IN, KY, NJ, NY, OH, PA, TX, VA

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