Jay Knox CLTC
Jay became a Financial Advisor with Waddell & Reed of Raleigh, North Carolina in April 2010. Born in Charleston, South Carolina, where his parents met in the Marine Corps, Jay moved to Raleigh with his family in 1988 where he is happy to have planted roots and call home.
After spending years as a Realtor, Jay learned that helping people reach their goals and making their dreams come true is something he was truly passionate about. With having a special connection to the Finance world from spending time as a child with his grandmother reading the newspaper and being taught about the stock market, Jay knew that he belonged in the world of Finance as an Advisor.
With a vast knowledge base, strong integrity and years of experience, Jay specializes in helping clients work towards pursing their financial goals. Jay currently holds his series 7 and 66 securities registrations through LPL Financial as well as his life, health, and long-term care insurance licenses. Recognizing that each client has individual needs, Jay dedicates himself to understanding and appreciating each client’s situation before making recommendations. He believes that his passion in educating clients, implementing strategies to help clients reach their individual goals and his commitment to work with them for life is what truly sets him apart from others in the field.
Jay loves the outdoors and spending time at the beach, on the lake or even by the pool. He loves books about science fiction, fantasy and philosophy and is an avid sports fan but mostly passionate about the Dallas Cowboys and NC State. When Jay is not giving financial advice or reading a good book by the pool, you can mostly find him in the North Hills area of Raleigh enjoying time with his son, Jordan, family, and friends.