Jeremy Knight (CRD# 6837195) is an Investment Advisor Representative working at Leo Wealth, LLC in Big Spring, TX and has over 6 years of experience in the finance industry.
CRD# 2427104
Edward Jones
CRD# 4187787
Edward Jones
CRD# 3176931
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knight Time Holdings, LLC | Lubbock, TX | Sep 2023 - Current | < 1 |
| Leo Wealth, LLC | Big Spring, TX | Aug 2021 - Current | 2 |
| Barklee Financial Group, LLC | Lubbock, TX | Sep 2018 - Current | 5 |
| Leo Brokerage, LLC | Big Spring, TX | Sep 2017 - Current | 6 |
| Knight Animal Wellness | Lubbock, TX | Sep 2016 - Sep 2018 | 2 |
| Center For Veterinary Specialty Care | Lewisville, TX | Sep 2015 - Sep 2016 | 1 |
| I20 Animal Medical Center | Arlington, TX | Dec 2013 - Sep 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- TX
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Total Assets Under Management1,518MILLIONS
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Total Number of Accounts3,937ACCOUNTS
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Average Account Value$385,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AZ, CA, CO, CT, FL, GA, IA, IN, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OK, PA, TX, VA
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