Unclaimed Profile

James Michael Knight

ADERO PARTNERS, LLC·WALNUT CREEK, California

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredADERO PARTNERS, LLC

1646 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 2838440Firm CRD# 297808

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Michael Knight · WALNUT CREEK, CA

Registration

CRD #2838440 · ADERO PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

May 2025 – present

ADERO PARTNERS, LLC

Aug 2018 – Jun 2025

WALNUT CREEK, CA

VISTA WEALTH MANAGEMENT, LLC

Jan 2005 – Aug 2018

Pleasanton, CA

THE PORTOLA GROUP INC

Nov 2002 – Jan 2005

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 15, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADERO PARTNERS, LLC

CRD 297808 · SEC 801-113671

AUM

$4.0B

Regulatory assets under management

Employees

3,511 client accounts

Services offered by ADERO PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ADERO PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does James Michael Knight offer?

James Michael Knight specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.

What are James Michael Knight's credentials?

James Michael Knight is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Michael Knight located?

James Michael Knight is based in WALNUT CREEK, California, working with ADERO PARTNERS, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does James Michael Knight charge for services?

James Michael Knight's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with our affiliate, focus risk solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADERO PARTNERS, LLC?

ADERO PARTNERS, LLC has approximately 51 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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