Cody Knight
Investment adviser representative at Edward Jones
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Edward JonesNov 2024 to now
- Retire Once Financial ManagementFeb 2024 to Nov 2024
- Ae Wealth Management, LLCJul 2022 to Feb 2024
- CitigroupJul 2022 to Feb 2024
- Wells Fargo AdvisorsJul 2021 to Jul 2022
- DisysMar 2021 to Jun 2021
- Pennymac Loan ServicesSep 2020 to Nov 2020
- University of MissouriAug 2015 to May 2020
- A.C.E. Home InspectionsMay 2015 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7364107
- Firm CRD
- 250