Jeffrey J Knight

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → 12/2016
  Cantella & Co Inc
  Boston, MA
• 12/2016 → 12/2019
  Edward Jones
  St Louis, MO
• 03/2003 → 10/2016
  White Horse Games, Llc
  Narragansett, RI
• 01/2020 → Present
  Lpl Financial Llc
  Mystic, CT

Previous Registrations

• 2017-01-04 → 2019-12-11
  Edward Jones
  Westerly, RI
  Madison, CT
  Branford, CT
• 2005-04-25 → 2016-12-27
  Cornerstone Investment Services
  Providence, RI
• 1998-03-18 → 2005-02-07
  Morgan Stanley Dw Inc.
  Middletown, RI
• 2005-02-04 → 2005-02-07
  Cantella & Co., Inc.
  Providence, RI
  Poetry, TX
  Providence, RI
  Poetry, TX

Other Businesses

1)1/7/2020- Mystic Financial Group LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Mystic, CT- 100% 2)1/7/2020- Plunderchess- Business Owner - Inv. Related- New Haven, CT - start date 1/3/2005- 1hr/mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-02-25
• S63 Uniform Securities Agent State Law Examination
  1994-01-27

Other Names

• Jeffrey J Knight
• Jeffrey Joseph Knight