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Jonathan Knight, Private Wealth Advisor serving the East Syracuse, NY area - Ameriprise Advisors

Jonathan Knight

CRPC

Private Wealth Advisor

Jon L Myers and Associates

An Ameriprise Private Wealth Advisor

17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education

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

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2023

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. 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 currently serve as a Vice President and help with 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.

Interests

  • Taking my daughter to Bluebird Music Together music program at King of King's Church in Liverpool, NY.
  • Taking my daughter to her Dance Buddies class. This class is for special needs children to work on dance skills while focusing around fun.
  • I enjoy offshore fishing in NC and FL.
  • I am excited to get back into downhill skiing this season (2021-2022) after a few years of being away.
  • I am originally from the Southern Tier of NY and enjoy traveling there when I can. Go Bill!