Jonathon C. Knight

STRATEGIC ADVISERS LLC

MOUNT PROSPECT, IL

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CRD#: 2229121

Professional summary

Jonathon Carrol Knight, who also goes by Jonathon Carrol Knight, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mount Prospect, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jonathon has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon Carrol Knight

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Carrol Knight's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MOUNT PROSPECT, IL

Current

November 7, 2022 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

November 18, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MOUNT PROSPECT, IL

Past

January 26, 2022 - October 10, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Schaumburg, IL

Past

January 26, 2022 - October 10, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Schaumburg, IL

Past

February 27, 2018 - October 10, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

SCHAUMBURG, IL

Past

February 26, 2018 - October 10, 2022

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SCHAUMBURG, IL

Past

February 26, 2018 - October 10, 2022

TD AMERITRADE, INC.

CRD#: 7870

SCHAUMBURG, IL

Past

June 28, 2016 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

July 29, 2014 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

ARLINGTON HEIGHTS, IL

Past

June 24, 2013 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NORTHBROOK, IL

Past

June 24, 2013 - July 28, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NORTHBROOK, IL

Past

December 6, 2006 - June 3, 2013

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

OAK BROOK, IL

Past

December 6, 2006 - June 3, 2013

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OAK BROOK, IL

Past

September 28, 2006 - October 11, 2006

HARRISDIRECT LLC

RIA

CRD#: 42159

ARLINGTON, VA

Past

August 30, 2004 - October 5, 2006

E*TRADE SECURITIES LLC

CRD#: 29106

CHICAGO, IL

Past

February 19, 2003 - August 26, 2004

HARRISDIRECT LLC

RIA

CRD#: 42159

CHICAGO, IL

Past

February 19, 2003 - August 26, 2004

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

Past

September 12, 2000 - February 13, 2003

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

CHICAGO, IL

Past

August 12, 1992 - February 13, 2003

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/7/2022)

Alaska
(11/7/2022)

Arizona
(11/7/2022)

Arkansas
(11/7/2022)

California
(11/7/2022)

Colorado
(11/7/2022)

Connecticut
(11/7/2022)

Delaware
(11/7/2022)

District of Columbia
(11/7/2022)

Florida
(11/7/2022)

Georgia
(11/7/2022)

Hawaii
(11/7/2022)

Idaho
(11/7/2022)

Illinois
(11/7/2022)

IAR

Illinois
(3/31/2025)

Indiana
(11/7/2022)

Iowa
(11/7/2022)

Kansas
(11/7/2022)

Kentucky
(11/7/2022)

Louisiana
(11/7/2022)

Maine
(11/7/2022)

Maryland
(11/7/2022)

Massachusetts
(11/7/2022)

Michigan
(11/7/2022)

Minnesota
(11/7/2022)

Mississippi
(11/7/2022)

Missouri
(11/7/2022)

Montana
(11/7/2022)

Nebraska
(11/7/2022)

Nevada
(11/7/2022)

New Hampshire
(11/7/2022)

New Jersey
(11/7/2022)

New Mexico
(11/7/2022)

New York
(11/7/2022)

North Carolina
(11/7/2022)

North Dakota
(11/7/2022)

Ohio
(11/8/2022)

Oklahoma
(11/7/2022)

Oregon
(11/7/2022)

Pennsylvania
(11/7/2022)

Puerto Rico
(11/7/2022)

Rhode Island
(11/7/2022)

South Carolina
(11/7/2022)

South Dakota
(11/7/2022)

Tennessee
(11/7/2022)

Texas
(11/7/2022)

IAR

Texas
(3/31/2025)

Utah
(11/7/2022)

Vermont
(11/7/2022)

Virgin Islands
(11/7/2022)

Virginia
(11/7/2022)

Washington
(11/7/2022)

West Virginia
(11/7/2022)

Wisconsin
(11/7/2022)

Wyoming
(11/7/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/22/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/21/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/30/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 4/24/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathon C. Knight

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Carrol Knight's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

HARRISDIRECT LLC

E*TRADE SECURITIES LLC

HARRISDIRECT LLC

HARRISDIRECT LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/22/2000

Series 63

Date: 8/21/1992

SIE

Date: 10/1/2018

Series 7

Date: 7/30/1992

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 24

Date: 8/14/2003

Series 8

Date: 4/24/1995

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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