Jeremy
Knight

Leo Wealth, LLC

CRD#6837195
Investment Advisor
in Big Spring, TX

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About this Advisor

Jeremy Knight is a financial advisor based in Big Spring, Texas, working with Leo Wealth, LLC. Jeremy has previously held positions at Center For Veterinary Specialty Care, I20 Animal Medical Center, Barklee Financial Group, LLC, Knight Animal Wellness, Leo Wealth, LLC, Leo Brokerage, LLC, and Knight Time Holdings, LLC. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jeremy is part of Leo Wealth, LLC, which operates out of Big Spring, Texas. The firm has 7 offices and 31 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Leo Wealth, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1001 E Fm 700
Big Spring, TX 79720

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Leo Wealth, LLC Brokerage Details

Total Assets Under Management

$1,518,452,379

TX Average: $3,042,739,679
Total Number of Employees

31

TX Average: 49
Total Number of Accounts

3,937

TX Average: 2,315
Average Account Size

$385,688

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeremy Knight Work History

2023 - Present (1 year)

Knight Time Holdings, LLC

2021 - Present (3 years)

Leo Wealth, LLC

2018 - Present (6 years)

Barklee Financial Group, LLC

2017 - Present (7 years)

Leo Brokerage, LLC

2016 - 2018 (2 years)

Knight Animal Wellness

2015 - 2016 (1 year)

Center For Veterinary Specialty Care

2013 - 2015 (2 years)

I20 Animal Medical Center

Disclosures

Please visit the SEC profile of Jeremy Knight to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leo Wealth, LLC

Charles Duryee
Hurst, TX
Jason Gibbons
Mid Levels,
Tian Hu
Hong Kong,
Jace Hart
Hurst, TX
Jeremy Knight
Big Spring, TX
Renee Sneed
Hurst, TX
Harmen Overdijk
Central,
Ryan Gaynor
Iselin, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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