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Jeffrey Dion Knight

Jeffrey D. Knight

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | ASSOCIATE
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 7218095
Jeffrey Dion Knight

Professional summary

Jeffrey Dion Knight, who also goes by Jeffrey D Knight, is a registered financial advisor currently at CERITY PARTNERS RETIREMENT PLAN CONSULTANTS located in Chicago, Illinois.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jeffrey has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

Biography

Jeffrey is an Associate located in the Chicago office, where he provides financial education to clients while also helping them achieve their financial goals. Jeffrey started his career at JPMorgan Chase. There, he completed a Human Resources Analyst Rotational Program working throughout multiple functions of Human Resources such as compensation, recruiting, and learning and development. Prior to joining Cerity Partners, Jeffrey worked as a Financial Wellness Coach at State Farm. In that role, he assisted clients in making decisions on personal financial planning matters and led Financial Education Workshops for community members and employees.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey D 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 Jeffrey Dion 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®
None

Education

Bowling Green State University

B.S. - Business Administration with a specialization in Finance and a concentration in Financial Planning

Experience

Current

November 13, 2024 - Present

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Office #1: 320 South Canal Street 50th Floor, Chicago, IL 60606
RIA
CRD#: 164198
CHICAGO, IL
Past

May 15, 2024 - November 13, 2024

CERITY PARTNERS LLC

RIA
CRD#: 151559
Chicago, IL
Past

June 11, 2022 - November 13, 2024

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

RIA
CRD#: 164198
Chicago, IL
Past

January 28, 2020 - March 1, 2021

STATE FARM VP MANAGEMENT CORP.

BD
CRD#: 43036
BLOOMINGTON, IL

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".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 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.

Highlighted states indicate IAR registrations

IAR
Illinois
(11/13/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/28/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/13/2020
Securities Industry Essentials Examination

Current Firm

CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 Approved)
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Contact information

Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

RPA ADV PART 2A (9/18/2025)

Regulatory assets under management

Total Number of Accounts622
AUM (Assets Under Management)$ 18,953,321,052

Red Flags

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

Company Information

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

ASSOCIATECRD#: 164198Chicago, IL 60606

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