Claire Hannah Balentine
Investment adviser representative at Legacy Knight Mfo, LLC
10 yearsExperience
1 stateRegistered in
$2.8BFirm assets
5 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Legacy Knight Mfo, LLCMar 2026 to now
- J.P. Morgan Institutional Investments Inc.May 2025 to Feb 2026
- J.P. Morgan Investment Management Inc.Apr 2025 to Feb 2026
- J.P. Morgan Securities LLCJul 2022 to Apr 2025
- JPMorgan Chase Bank, N.A.Jul 2022 to Apr 2025
- UnemployedJun 2022 to Jun 2022
- JPMorgan Chase Bank, NAJun 2021 to Aug 2021
- Southern Methodist UniversityAug 2018 to May 2022
- Sushi Brokers LLCJan 2018 to Dec 2018
- UnemployedDec 2016 to Jan 2018
- V W Enterprises LLCJan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Legacy Knight Mfo, LLC
$2.8BAssets managed
53Clients
4Advisers
5 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
- 7593988
- Firm CRD
- 305927