J T. Knight

WINSTON PAUL CAPITAL MANAGEMENT

Tysons Corner, VA 22182

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CRD#: 3049539

Professional summary

J Thomas Knight, CFP®, who also goes by Jay Thomas Knight, Jay Knight, Thomas Knight, is a registered financial advisor currently at WINSTON PAUL CAPITAL MANAGEMENT, INC. located in Tysons Corner, Virginia.

J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. J has worked at 8 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jay Thomas Knight | Jay Knight | Thomas 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.

1) Knight Chow Construction Services, LLC; Provider of Construction Materials; Winston Salem, NC; Sole Member/Owner; 20 hours per month, not during trading hours; non-investment related. 2) J Thomas Knight, Sole Proprietor; Falls Church, VA; Insurance Agent; 10 hours per month, 10 hours during trading hours; investment related. 3) Cross Fire IQ, LLC; Agent; Tysons Corner, VA; Business support service; Agent; 16 hours per month; 6 hours during trading; not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Thomas Knight's 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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

December 13, 2023 - Present

WINSTON PAUL CAPITAL MANAGEMENT, INC.

Office #1: 1934 Old Gallows Road Suite 350, Tysons Corner, VA 22182

RIA

CRD#: 326893

Tysons Corner, VA

Past

November 10, 2017 - December 13, 2023

RESEARCH FINANCIAL STRATEGIES

RIA

CRD#: 153247

ROCKVILLE, MD

Past

February 12, 2008 - November 8, 2017

WINSTON PAUL CAPITAL MANAGEMENT, INC.

RIA

CRD#: 146356

WINSTON SALEM, NC

Past

October 20, 2005 - October 25, 2007

CHOREO, LLC

RIA

CRD#: 111221

FORT LAUDERDALE, FL

Past

October 20, 2005 - October 25, 2007

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

FORT LAUDERDALE, FL

Past

August 7, 2002 - October 10, 2005

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

ROCKVILLE, MD

Past

August 7, 2002 - October 10, 2005

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

January 30, 2001 - July 31, 2002

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

ROCKVILLE, MD

Past

January 10, 2001 - July 31, 2002

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

April 13, 1999 - December 5, 2000

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

Past

July 16, 1998 - March 16, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(12/18/2023)

IAR

Virginia
(12/13/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/26/2000

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/14/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/14/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WINSTON PAUL CAPITAL MANAGEMENT, INC.

CRD#: 326893 / SEC#:

North Carolina

Registered Investment Advisory firm - (12/18/2023 Approved)

Virginia

Registered Investment Advisory firm - (12/13/2023 Approved)

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Contact information

Main Address

1934 Old Gallows Road Suite 350, Tysons Corner, VA 22182

Mailing Address

1924 Cherri Drive, Falls Church, VA 22043

Phone number

(703) 570-9700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 9,356,054

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

J T. Knight

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J Thomas Knight's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESEARCH FINANCIAL STRATEGIES

WINSTON PAUL CAPITAL MANAGEMENT, INC.

CHOREO, LLC

BIRCHTREE FINANCIAL SERVICES LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

BERKSHIRE EQUITY SALES, INC.

GUARDIAN INVESTOR SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2000

Series 65

Date: 12/14/1999

Series 63

Date: 7/18/1998

Series 7

Date: 8/15/2000

Series 6

Date: 7/14/1998

Current Firm

WINSTON PAUL CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WINSTON PAUL CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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