Jeffrey Allen Knisley

Advisor at Fidelity — Cantonment, FL

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Cantonment, FL

Fidelity logo

Fidelity

Institution

Total advisors

17,041

Across 1,877 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Jeffrey Knisley is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor customized investment strategies aimed at achieving long-term investment goals.

Jeffrey has been with Fidelity Investments since 1998, holding various positions including Senior Portfolio Specialist, Senior Investment Consultant, Assigned Relationship Manager, Fixed Income Specialist, Premium Service Representative, and Service and Trading Specialist. His extensive experience within the firm reflects a deep knowledge of investment management and client service.

Outside of his professional work, Jeffrey enjoys activities such as spending time at the beach, family activities, fitness, football, running, and volunteering.

Client services

Based on Fidelity

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

Expertise

Wealth management Active portfolio management

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Location

See office

Cantonment, FL

Cantonment FL

Advisors at this office

1

Most active in

Florida · Kentucky · Texas

Work history

27 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal And Workplace Advisors

2018 - Present • 8 years

Boston, MA

Fidelity Brokerage Services, Inc.

1998 - Present • 28 years

Cincinnati, OH

Disclosures

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

Business activities & affiliations

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Passive / index investing Private / alternative investments Concentrated stock management Founder/Business Owner
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Danny S

Series 66, Series 63, Series 65

Pensacola, FL

The Retirement Planners, USA, LLC

Danny Steele is a financial advisor at The Retirement Planners, USA, LLC with 15 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Silver Oak Securities, Inc., First Heartland Capital Inc, and Pensacola State College. Outside of advising, he owns Steele Insurance Agency, which focuses on Medicare insurance sales and other insurance products. The Retirement Planners, USA, LLC provides personalized financial planning and investment management to individuals, high-net-worth clients, trusts, and small businesses. The firm offers ongoing portfolio management, retirement planning, and ERISA plan services using a variety of investment analysis methods and maintains a relatively large client base for its size.

General retirement planning
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Series 65

Pensacola, FL

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General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
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Wesley O

Series 63, Series 65

Pensacola, FL

Armada Advisors

Wesley Odom is a financial advisor at Armada Advisors with 33 years of industry experience. He has been with Armada Advisors since 2009 and holds Series 63 and Series 65 designations. Outside of his advisory role, he owns and manages a tour company, Go Retro, and an importing business, Mr. Retro. Armada Advisors serves individual and corporate clients with portfolio management, retirement plan consulting, financial planning, real estate advisory, and trustee services. The firm employs a bottom-up, value-biased investment approach, emphasizing low turnover and tailored portfolios based on client goals, and offers a range of ancillary services including real estate reviews and retirement plan design.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Real estate investing Cash flow / budgeting Founder/Business Owner
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Douglas G

Series 63, Series 65

Pensacola, FL

Guernsey Financial, LLC

Douglas Guernsey is a financial advisor with Guernsey Financial, LLC in Pensacola, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Guardian Life and its affiliated entities from 1997 to 2019 before joining Guernsey Financial in 2019. Outside of his advisory role, Guernsey serves as Vice President of the Plantation Road Town Office Owners Association Inc. Guernsey Financial serves individual and high-net-worth clients, providing retirement-plan consulting, financial planning, portfolio analysis, and public educational seminars. The firm operates primarily as a co-advisor and referrer, focusing on advisory and oversight services while partnering with third-party managers to handle portfolio management.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Annuities
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John M

Series 63, Series 65

Pensacola, FL

Familywealth Asset Management

John Mugarian is a financial advisor with FamilyWealth Asset Management based in Pensacola, FL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Mugarian Investment Group, LLC and Painewebber Incorporated for over 26 years. Outside of advisory services, he manages a vacation property in Gatlinburg, Tennessee. FamilyWealth Asset Management advises individual and institutional clients, offering discretionary and non-discretionary portfolio management, retirement plan consulting, and access to insurance products. The firm employs a multi-asset, dynamic investment approach combining passive core exposure with active and alternative strategies, delivered through an integrated platform and a Turnkey Asset Management Program.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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