Jess Knapp is a registered investment advisor, based in Heber City, UT, with 3 years of industry experience.
Location
1022 S 300 W Unit B, Heber City, UT, 84032
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jess works as an intern for State Farm, providing services to customers. This takes about half of Jess's time.
Employment History
Current Registrations
State Farm Vp Management CORP.
February 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.Broker
February 2025 - Present · 1 yr 3 mos
State Farm Investment Management CORP.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
World Group Securities, INC.Broker
April 2002 - May 2004 · 2 yrs 1 mo
Wma Securities, INC.Broker
November 2001 - April 2002 · 5 mos
State Registrations3 states
COIDUT
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.