Advisor profile


My approach

Jonathan Knight - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Jonathan Knight - My approach photo

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7 License
  • FINRA Series 66 License
  • New York State Life, Accident and Health License

Education

  • BBA, 2007, Financial Planning, Alfred State College, Alfred, NY

Community participation

  • Canastota Rotary Club - I have been an active member since April 2008. I served as the club President, Treasurer, Secretary and Board Member over the last 12 years. I enjoy being involved and hope to increase our club membership, community involvement and deepen our club’s relationship with the Canastota Community.
  • Canastota Canal Town Museum - I have been an active member since 2010. I serve as a board member overseeing the Canal Town’s growth, community involvement and the preservation of it’s history.
  • North Syracuse Early Education Program PTO – My wife is the current president of the NSEEP PTO, I often help volunteer as needed.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

About Me:

  • I grew up in the Southern Tier in a small town called Canaseraga. After college I moved to Syracuse to pursue my career in financial planning. Over the last decade, I have grown my practice with an emphasis on creating and building relationships with my clients. In 2010, I met my wife Brittany through a mutual friend. We married in January 2017 and in November welcomed our beautiful daughter Noelle into the world. She recently turned 3 and is our reason for everything. She was diagnosed as on the Autism Spectrum at the beginning of 2020 and we have since become invested in the Autism community, raising over $700 this year for Autism Speaks.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.