Jason
Knapp
Arete Wealth Advisors, LLC
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About this Advisor
Jason Knapp is a financial advisor based in Pittsburgh, Pennsylvania, working with Arete Wealth Advisors, LLC. Jason has previously held positions at Mds Securities, LLC, Mds Energy Development, LLC, Arete Wealth Management LLC, The Allegheny Valley Conglomerate, LLC, and Arete Wealth Advisors, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Pennsylvania. Currently, Jason is part of Arete Wealth Advisors, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 26 offices and 130 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and other services. The fee structure at Arete Wealth Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,672,456,687
130
5,251
$508,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Jason Knapp Work History
Arete Wealth Advisors, LLC
The Allegheny Valley Conglomerate, LLC
Arete Wealth Management LLC
Mds Energy Development, LLC
Mds Securities, LLC
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 Arete Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
West Des Moines, IA
Chicago, IL
Chicago, IL
Chicago, IL
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