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Jeffrey Knight , CFP®

Senior Associate

Chicago

Client Advisory

Biography

Jeffrey is a Senior 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.

Education

  • B.S. Business Administration with a specialization in Finance and a concentration in Financial Planning from Bowling Green State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.