Jason
Knapp
Victory Capital Management Inc
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About this Advisor
Jason Knapp is a financial advisor who works out of Cleveland, Ohio with a total of 19 years of relevant experience. Knapp currently works for Victory Capital Management Inc. Their career trajectory has included roles at Key/Victory Capital Mgmt and Victory Capital Advisers. Knapp has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Victory Capital Management Inc is an advisory firm operating out of San Antonio, TX. The investment advisory business has offices in 10 locations and a total of 510 financial advisors. It controls $141 billion in assets among its 3,419 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 54 charitable organizations. Of its 3,419 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. The company has a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically are based on the type of services provided. However, fee types billed by Victory Capital Management Inc likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Victory Capital Management Inc Brokerage Details
$140,836,403,633
510
3,419
$41,192,280
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jason Knapp Work History
Jason has been registered as a financial advisor for 19 years.*
Victory Capital Advisers
Key/Victory Capital Mgmt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Knapp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Victory Capital Management Inc
Englewood, CO
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Manhattan Beach, CA
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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