Jon McKnight, AAMS®, CFP®

VP - Sr. Financial Consultant

+1 865-671-3712

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

26 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2004-present
  • Financial Advisor, UBS, 2002-2003
  • Manager, Comefri, 2000-2002
  • Engineer, Trane, 1998-2000

Education

  • B.S. Mechanical Engineering

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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