Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Knapps is a financial advisor registered with LPL Financial LLC. Jason has been in the financial industry for over 20 years and has a Series 7, Series 6, and Series 66 licenses. Jason is registered to provide investment advice in 15 states and has been a registered representative for CUNA Brokerage Services, Inc., SWBC Investment Services, LLC, and Financial Network Investment Corporation. Jason provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Jason is committed to providing his clients with personalized financial advice and helping them 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.
Guidance on pension options to ensure a secure financial future.
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 and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
12/16/2021 - Present
LPL Financial LLC (DENHAM SPRINGS LA)
LA
03/28/2007 - 12/16/2021
CUNA BROKERAGE SERVICES, INC. (BATON ROUGE LA)
LA
01/03/2007 - 03/12/2007
SWBC INVESTMENT SERVICES, LLC (PLAQUEMINE LA)
LA
06/11/2004 - 12/31/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (PLAQUEMINE LA)
LA
09/23/2002 - 06/29/2004
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
BOTH
Issued 10/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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