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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Knapp is a financial advisor and principal at Arete Wealth Advisors, LLC, an independent registered investment advisor. Jason has over a decade of experience in the financial services industry and holds a wide range of licenses and registrations, including Series 7, 63, 24, 65, and 39.
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.
Guidance on pension options to ensure a secure financial future.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
PA
09/10/2020 - Present
Arete Wealth Advisors, LLC (Pittsburgh PA)
TN
10/21/2021 - 08/17/2022
CENTER STREET SECURITIES, INC. (NASHVILLE TN)
PA
11/09/2012 - 10/23/2017
MDS SECURITIES, LLC (KITTANNING PA)
IA
Issued 09/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 42 - Registered Options Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/05/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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