Jason
Staas
Knights Of Columbus Asset Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Staas is a financial advisor based in New Haven, Connecticut. Staas is an employee of Knights Of Columbus Asset Advisors LLC. During their career, Staas has held roles at Knights Of Columbus Insurance, Collier County Public Schools and Knights Of Columbus Asset Advisors LLC. Staas has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in Ohio. Knights Of Columbus Asset Advisors LLC is an advisory firm operating out of New Haven, CT. The firm has a total of 189 people on staff. It administers $26 billion in assets under management among its 2,359 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves nine charities and foundations. The firm offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely depend on which services are provided. However, fee types billed by Knights Of Columbus Asset Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Knights Of Columbus Asset Advisors LLC Brokerage Details
$25,777,552,717
189
2,359
$10,927,322
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
- Pension consulting services
- Selection of other advisers
Jason Staas Work History
Jason has been registered as a financial advisor for 0 years.*
Knights Of Columbus Asset Advisors LLC
Knights Of Columbus Insurance
Collier County Public Schools
*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 Staas 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 Knights Of Columbus Asset Advisors LLC
Anthem, AZ
New Haven, CT
Lincoln, NE
New Haven, CT
Crystal Lake, IL
New Haven, CT
New Haven, CT
Locust Grove, OK
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
