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Jeffrey Charles Knox

FINANCIAL MANAGEMENT STRATEGIES, INC.·BROADVIEW HTS., Ohio
FINANCIAL MANAGEMENT STRATEGIES, INC.
9200 SOUTH HILLS BLVD., BROADVIEW HTS., OH 44147CRD# 1058673Firm CRD# 120818

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Knox · BROADVIEW HTS., OH
Registration
CRD #1058673 · FINANCIAL MANAGEMENT STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Jeffrey Charles Knox is a registered financial advisor based in BROADVIEW HTS., Ohio, affiliated with FINANCIAL MANAGEMENT STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FINANCIAL MANAGEMENT STRATEGIES, INC.
FINANCIAL MANAGEMENT STRATEGIES, INC.
AUM
$542M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at FINANCIAL MANAGEMENT STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1058673
Firm CRD# 120818
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Charles Knox offer?
Jeffrey Charles Knox specializes in Financial Planning, Investment Management. Contact their office in BROADVIEW HTS., Ohio for a consultation.
What are Jeffrey Charles Knox's credentials?
Jeffrey Charles Knox is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Knox located?
Jeffrey Charles Knox is based in BROADVIEW HTS., Ohio, working with FINANCIAL MANAGEMENT STRATEGIES, INC.. Their office serves clients in the BROADVIEW HTS. metropolitan area and surrounding communities.
How does Jeffrey Charles Knox charge for services?
Jeffrey Charles Knox's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT STRATEGIES, INC.?
FINANCIAL MANAGEMENT STRATEGIES, INC. has approximately 34 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT STRATEGIES, INC.

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Carl Joseph Camillo
BROADVIEW HTS., OH
Daniel Joseph Lane
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Geoffrey Francis Novack
BROADVIEW HTS., OH
Kim Marie Bolden
VALLEY VIEW, OH
Charles Brian Elliott
BROADVIEW HTS., OH

More Advisors in BROADVIEW HTS., Ohio

Victoria Louise Ellinger
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