Jason Knox
Jason Knox is a registered investment advisor at Lincoln Investment, based in Ottumwa, IA, with 28 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
219 W 4th St, Ottumwa, IA, 52501
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Regulatory History (1)
Customer Dispute
July 2025Other Business ActivitiesSells Insurance
Jason is a member of Tucker Real Estate Company, LLC, which owns commercial office property. He is also the sole owner and President of Knox Financial Services, LLC, working as a financial professional, and occasionally recommends life insurance or fixed annuity products. Jason is also President and shareholder of Insurance Management Group, Inc., where employees may act as an agent in recommending and placing life insurance business.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Great American Advisors, INC.
Great American Advisors, INC.Broker
Pmg Asset Management INC
Pmg Securities CorporationBroker
Investors Brokerage Services, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.