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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 Knight is a financial advisor with over 20 years of experience in the industry. Jason is a Certified Financial Planner™ and holds several licenses, including Series 63, Series 65, Series 7, Series 9, Series 10, and Series 31. He currently works at Great Valley Advisor Group, Inc., an independent investment advisor firm, and provides investment advisory services. Jason has previously worked for Charles Schwab & Co., Inc. and Dean Witter Reynolds Inc. He is registered to provide investment advice in Louisiana, North Carolina, Ohio, and South Carolina. Jason specializes in providing financial planning, portfolio management, and educational seminars. He has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting services
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.
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2
DE
04/28/2022 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
NC
10/20/2000 - 12/23/2011
CHARLES SCHWAB & CO., INC. (RALEIGH NC)
NY
08/03/1998 - 06/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/10/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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