Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Knotts is an investment advisor representative with Expressive Wealth LLC. Jon has been in the financial industry for over 30 years and has a diverse background in financial services. Jon holds Series 4, 7, 24, and 63 licenses and is also a registered Investment Advisor (IA) in the state of Illinois. Jon specializes in providing financial planning and portfolio management services to high-net-worth individuals and families. Jon is passionate about helping clients achieve their financial goals and providing them with the guidance they need to make informed decisions about their finances.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
05/14/2024 - Present
Expressive Wealth LLC (CHICAGO IL)
NY
03/02/1998 - 06/28/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MA
01/16/1996 - 01/06/1998
DELTA EQUITY SERVICES CORPORATION (BOLTON MA)
NJ
03/15/1994 - 01/18/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
10/20/1992 - 03/18/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
CO
12/23/1991 - 09/18/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 05/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1995
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 12/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jon Knotts is the right advisor for you? Invested Better is here to help.
