JK
JK

Jason Knapp

14 Years of Experience
Dublin, OH
1 DisclosureBroker

Jason Knapp is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 14 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6515 Longshore Loop, Ste 200, Dublin, OH, 43017

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2016 - Present · 10 yrs 9 mos
Wells Fargo Advisors
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
November 2011 - February 2016 · 4 yrs 3 mos
Morgan Stanley
November 2011 - February 2016 · 4 yrs 3 mos
State Registrations31 states
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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.
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