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Kevin K

CFP®, Series 63, Series 66

Hereford, TX

Edward Jones

Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive
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Joel M

Series 66

Hereford, TX

Edward Jones

Joel Montes is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry since 2026. Prior to joining Edward Jones, he worked six years at Amarillo National Bank and held various roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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