Jeffrey KnottsCRD 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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Commonwealth Financial Network
|Bank Of America, N.a||Washington, DC||Oct 2013 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Washington, DC||Sep 2010 - Current||9|
|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|
Total Assets Under Management797,284MILLIONS
Total Number of Accounts2,472,247ACCOUNTS
Average Account Value$322,494
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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