Jeffrey Knox, financial advisor Valley View OH
96 score

Jeffrey Knox

CRD Number: 1058673
Current Firm: Cetera Advisor Networks LLC

Jeffrey Knox (CRD# 1058673) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Valley View, OH and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Current 3
Financial Management Strategies, Inc. Independence, OH Apr 2000 - Current 16
Plancorp, Inc. Cleveland, OH Sep 1988 - Current 28
Jeffrey C. Knox Cleveland, OH Jul 1974 - Current 42
Walnut Street Securities, Inc. Independence, OH Oct 1988 - Aug 2013 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
Contact Info for Jeffrey C. Knox
Phone Number: 310-326-3100
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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