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JK

Jeremy A. Knight

LEO WEALTH AMERICAS
Lubbock, TX 79424
Some features on this profile are disabled
CRD#: 6837195
JK
Jeremy Alan KnightLEO WEALTH AMERICAS

Professional summary

Jeremy Alan Knight is a registered financial advisor currently at LEO WEALTH AMERICAS, LLC located in Lubbock, Texas and LEO BROKERAGE, LLC located in Big Spring, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jeremy has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Aliases

None

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 Jeremy Alan 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

April 15, 2026 - Present

LEO WEALTH AMERICAS, LLC

Office #1: 11903 Frankland Ave, Suite 200, Lubbock, TX 79424
RIA
CRD#: 338799
Lubbock, TX
Current

September 5, 2017 - Present

LEO BROKERAGE, LLC

Office #1: 1001 East Fm 700, Big Spring, TX 79720
BD
CRD#: 109121
BIG SPRING, TX
Past

October 26, 2022 - June 25, 2026

LEO WEALTH, LLC

RIA
CRD#: 283891
Lubbock, TX

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.
RR
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

RR
Texas
(11/3/2017)
IAR
Texas
(4/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/26/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/5/2017
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

LW
LEO WEALTH AMERICAS, LLC
LEO WEALTH AMERICAS, LLC

CRD#: 338799 / SEC#: 801-135043

RIA
Registered Investment Advisory firm - (2/23/2026 120-Day Approval)
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Contact information

Main Address
860 Airport Freeway Suite 402, Hurst, TX 76054
Mailing Address
Phone number
(817) 354-1090
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/28/2026)
0

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.

Company Information

LEO WEALTH AMERICAS, LLC

CRD#: 338799Lubbock, TX 79424

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