Jeffrey Knox (CRD# 1058673) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Broadview Heights, OH and has over 37 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Vision Wealth Management Llc ; | Broadview Heights, OH | Jul 2015 - Current | 8 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - Current | 10 |
| Financial Management Strategies, Inc. | Independence, OH | Apr 2000 - Current | 24 |
| Plancorp, Inc. | Cleveland, OH | Sep 1988 - Current | 35 |
| Jeffrey C. Knox | Cleveland, OH | Jul 1974 - Current | 49 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1986 |
- OH
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY
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