Jeremy Knight has been an investment adviser representative at LEO Wealth Americas since April 2026, and is not listed among the firm’s executive officers or direct owners. Jeremy Knight holds a Bachelor's degree from Oklahoma State University and a Doctorate from Oklahoma State University.
Leo Wealth Americas, LLC is a Hurst, TX firm with $512M under management, 984 clients and 21 advisers across 7 offices, as of its June 2026 filing.
Jeremy Knight is a financial advisor with Leo Wealth, based in Lubbock, Texas, providing wealth management, tax and estate planning services. He specializes in tax compliance and strategy, including entity creation and tax liability reduction, and in estate tax planning. Outside Leo Wealth, he owns and operates Barklee Financial Group, LLC, a virtual CFO firm for small businesses. Before Leo Wealth, he was a practicing veterinarian in the Dallas, Texas area.
Jeremy Knight’s longest registration was 3 years at Leo Wealth, LLC (2022–2026). Before joining LEO Wealth Americas in 2026, Jeremy Knight was registered through Leo Wealth, LLC.
- Leo Wealth Americas, LLCCurrent– present · under a yearLubbock, TX · Adviser representative · Firm CRD 338799
- Leo Wealth, LLC– · 3 yearsLubbock, TX · Adviser representative · Firm CRD 283891
Professional designations
Listed by LEO Wealth Americas
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jeremy Knight is registered as an investment adviser representative in Texas, since April 2026.
- TexasSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 October 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 2017 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeremy Alan Knight
- CRD
- 6837195
- Firm
- LEO Wealth Americas · CRD 338799
- Office
- 11903 Frankland Ave, Suite 200, Lubbock, TX 79424
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- leowealth.com
Where does Jeremy Knight work?
Jeremy Knight is an investment adviser representative registered through Leo Wealth Americas, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Knight a financial advisor?
Yes. Jeremy Knight has a current investment-adviser registration in Texas, through LEO Wealth Americas since April 2026.
How many years of experience does Jeremy Knight have?
Jeremy Knight has 9 years in the financial industry, since September 2017, across 2 adviser firms.
What exams has Jeremy Knight passed?
Jeremy Knight has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2017. FINRA credited Jeremy Knight with the SIE, which began in October 2018.
Where is Jeremy Knight based?
Jeremy Knight’s registered office is in Lubbock, TX.
Is Jeremy Knight registered with FINRA?
Yes. Jeremy Knight has a current broker registration, under CRD 6837195.
Source: FINRA BrokerCheck
How can I verify Jeremy Knight’s record?
Search CRD 6837195 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeremy Knight’s full registration record.
