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James K

Series 65

Farmington, UT

Family Wealth Advisors

James Knight III is a Series 65-licensed financial advisor with Family Wealth Advisors in Farmington, Utah, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, Mr. Knight holds a 50% ownership interest in East Meadows Homes, a company that manages a mobile home park and operates related real estate activities in Utah. Family Wealth Advisors provides financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary Target Return model portfolios combining no-load mutual funds, ETFs, and institutional money managers, with accounts managed on a discretionary basis and reviewed regularly.

Cash flow / budgeting Real estate investing Founder/Business Owner
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James K

Series 63, Series 65

Farmington, UT

Family Wealth Advisors

James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios and specialist institutional managers, and integrates non-public pooled real estate investments through affiliated entities.

Cash flow / budgeting Real estate investing Founder/Business Owner
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