Kelly Knight

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Fort Worth, TX
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
• 09/2018 → 05/2022
  First Command Financial Services, Inc
  Fort Worth, TX
• 06/2022 → Present
  Citigroup
  Irving, TX

Previous Registrations

• 2018-09-27 → 2022-06-10
  First Command Advisory Services
  Fort Worth, TX
• 2011-01-03 → 2018-09-25
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Charlotte, NC
• 2006-12-15 → 2011-01-03
  Wells Fargo Investments, Llc
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-12-14

Other Names

• Kelly Jane Houston
• Kelly Jane Knight