Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Knox is an experienced financial professional with over 25 years in the industry. Jason is currently registered with Lincoln Investment and Capital Analysts. Jason is a Series 6, 7, 26, 63, and 65 licensed representative and has experience providing financial planning, portfolio management for individuals and businesses, as well as selection of other advisors. Jason is committed to providing a high level of personalized service to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
08/02/2010 - Present
Lincoln Investment (OTTUMWA IA)
IA
02/15/2005 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (WEST UNION IA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
07/22/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 02/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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