Jeffrey Knight, financial advisor Columbia SC
93 score

Jeffrey Knight

CRD Number: 3152963
Current Firm: First Citizens Asset Management, Inc.

Jeffrey Knight (CRD# 3152963) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services, Inc. Easley, SC Jan 2016 - Current < 1
First Citizens Securities Corp Columbia, SC Dec 2014 - Current 2
Suntrust Investment Services, Inc. Atlanta, GA Jul 2012 - Dec 2014 2
Wells Fargo Advisors, LLC Rio Rancho, NM Sep 2011 - Jun 2012 < 1
Bbva Wealth Solutions Inc. Houston, TX Jul 2011 - Sep 2011 < 1
Bbva Compass Investment Solutions Inc. Albuquerque, NM Jun 2011 - Sep 2011 < 1
Compass Bank Albuquerque, NM May 2011 - Sep 2011 < 1
Unemployed Nashville, TN Apr 2011 - May 2011 < 1
First Tennessee Brokerage Memphis, TN Aug 2006 - Mar 2011 4
First Tennessee Nashville, TN Aug 2006 - Mar 2011 4
Suntrust Investment Services, Inc. Atlanta, GA Nov 2005 - Aug 2006 < 1
Suntrust Nashville, TN Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1999
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Jeffrey B. Knight
Phone Number: 803-931-1691
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $161,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, CA, CO, FL, GA, HI, IN, KY, MD, NC, OH, OR, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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