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James Drogo Knight

Advisor at Fidelity — Jacksonville, FL Touchton Rd East

Updated today

Credentials

Series 66

Experience

4 years

Location

Jacksonville, FL 32246-4484

Fidelity logo

Fidelity

Institution

Total advisors

17,062

Across 1,880 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

James Knight is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked for the Office of the State Attorney, 7th Circuit Florida. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Jacksonville, FL Touchton Rd East

4601 Touchton Rd East, Bldg 400

Jacksonville FL 32246

Advisors at this office

776

Most active in

Florida · Texas

Work history

4 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY INVESTMENTs

2021 - Present • 5 years

Jacksonville, FL

UnEMPLOYED

2021 - 2021 • 1 year

Unemployed, FL

Office of the State Attorney, 7th Circuit Florida

2017 - 2021 • 4 years

Palatka, FL

UnEMPLOYED

2016 - 2017 • 1 year

Unemployed, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jake S

CFP®

Jacksonville, FL

Spark Wealth Advisors

Hey! I'm Jake, Financial Planner and co-founder of Spark Wealth Advisors. I started Spark to deliver financial advice the best way I know how, free from constraints and biases that come with working for large corporate firms. As a gay man, I strive to enhance the financial lives of other gay men who may be hesitant to work with a financial professional out of fear of judgement, or not being comfortable sharing aspects of their personal lives that true financial planning requires. My firm is fee-only and I act as a fiduciary, always putting clients' interests before my own.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses Retired LGBTQIA Baby Boomers (Born 1946-1964)

Erin E

Series 63, Series 66

Jacksonville, FL

Independent Advisor Alliance, LLC

Erin Eiras is a Wealth Mamager at InVestra holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her firms RIA is Visoinary Square - Independent Advisor Alliance since 2018 and concurrently brokers through LPL Financial since 2012. InVestra serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm utilizes a network model of advisory representatives and combines discretionary and non-discretionary portfolio management with various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Long-term care insurance Business exit / sale strategy Founder/Business Owner Self-Employed Executive Technology Professional Established Professionals HENRY (High Earners, Not Rich Yet) Women Professionals Women Business Owners Women's Finance

Kevin B

CFP®

Jacksonville, FL

HCP Wealth Planning, LLC

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.

General retirement planning FIRE (Financial Independence Retire Early)
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Jerry P

Series 63, Series 65

Jacksonville, FL

JLP Investments

Jerry Parrish is an independent financial advisor with JLP Investments in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His career includes roles at Dempsey Lord Smith, LLC, Edward Jones, and Hornor, Townsend & Kent, LLC. He also operates the Parrish Insurance Agency, a licensed insurance producer affiliated with his investment firm. JLP Investments provides fee-based advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses custom portfolio management with a tactical allocation approach, employing fundamental, technical, and cyclical analysis, and implements client accounts via monitored third-party managers. The firm's licensed insurance agency status and combined retirement plan consulting and 1031 exchange services further differentiate its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k) Income planning General tax planning Real estate investing
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Robert L

CFP®, Series 63, Series 65

Atlantic Beach, FL

Financial Prescriptions, LLC

Robert Liggero is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Financial Prescriptions, LLC since 2012. Prior to and alongside his financial advisory role, he has worked as a physician assistant in a pediatric ICU at Baptist Medical Center since 1990. Financial Prescriptions serves individual and high-net-worth clients with comprehensive financial planning and consulting, coordinating investment management through third-party institutional managers. The firm employs a structured, multi-phase planning process and combines fundamental and technical analysis with both active and passive investment strategies.

Active portfolio management
user avatar

Mario P

CFP®, Series 66

Jacksonville, FL

Toams Financial

Mario Payne is a CFP® professional with 18 years of industry experience, currently serving as the sole advisor at Toams Financial. Prior to founding Toams Financial in 2019, he worked for Raymond James Financial Services from 2013 to 2019. Outside of advisory services, Mr. Payne is an Independent Insurance Agent and holds minority ownership stakes in several technology and real estate platforms, including Let Bob LLC, a software app focused on investment strategies and trading automation. He is also the author of the book *The Relax Estate - The Relax Investor*. Toams Financial provides discretionary investment management and financial planning to individual and high-net-worth clients, using a mix of fundamental, technical, cyclical, behavioral, and charting analysis in a primarily long-term investment approach. The firm integrates AI-driven products such as the Let Bob AI Powered Momentum ETF (LETB) into client portfolios and manages a notably high client load for a single-advisor practice.

ESG / Sustainable investing
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