Jeffrey Knotts, financial advisor Washington DC
101 score

Jeffrey Knotts

CRD Number: 5849718
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jeff joined the Group AG at Merrill Lynch in 2010 after graduating from the University of Tennessee in 2009 with a bachelor's degree in economics.  He and his team focus on creating customized financial strategies for individual clients and their families.  Using sophisticated techniques, he develops investment recommendations designed to assist you build, preserve and ultimately distribute your wealth.  He prides himself on his ability to listen and interpret your financial goals while leveraging the vast resources of Merrill Lynch to provide a wide range of possible strategies.

Jeff is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds a Chartered Retirement Planning CounselorSM (CRPC®) designation.

Jeff & his wife, Rachel, live in Woodbridge, VA where they both enjoy living active lifestyles.  They are involved with a variety of local charities and enjoy competing is running events throughout the year.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.

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Professional Designations
Company Name Location Dates Years
Bank Of America, N.a Washington, DC Oct 2013 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Sep 2010 - Current 8
Wachovia Woodbridge, VA Jul 2009 - Sep 2010 1
Aubrey's Knoxville, TN May 2005 - Jun 2009 4
University Of Tennessee Knoxville, TN Jul 2004 - May 2009 4
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Nov 2010
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jeffrey H. Knotts
Phone Number: (202) 659-6041
Advisor Website: http://fa.ml.com/GroupAG
Registered State(s):
  • DC
  • TX
  • TN
  • VA
  • MD
  • NC
  • FL
  • DE
  • NY
  • MA
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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