Jason Knapp, financial advisor Dublin OH
80 score

Jason Knapp

CRD Number: 5981062
Current Firm: Wells Fargo Advisors, LLC

Jason Knapp (CRD# 5981062) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Dublin, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Dublin, OH Jan 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Smith Barney Dublin, OH Sep 2011 - Jan 2016 4
J. Liu Restaurant & Bar Dublin, OH Oct 2010 - Sep 2011 < 1
Mozaik Modern Lounge & Tapas Columbus, OH Nov 2009 - Oct 2010 < 1
J. Liu Restaurant & Bar Dublin, OH Jul 2005 - Nov 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason S. Knapp
Phone Number: 314-875-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
80

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