Woodbury Financial Services, Inc
About this Advisor
Jason Knight is a financial advisor who works out of Midvale, Utah, with a total of 12 years of professional experience. Knight works at Woodbury Financial Services, Inc. Knight has gained experience at State Of Utah, Knightgoods88 Ebay Store, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co and Woodbury Financial Services Inc. Knight holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Utah. Woodbury Financial Services, Inc is a financial advisory business based out of Midvale, Utah. The investment advisory business has offices in 837 locations and a total of 3,216 employees. It handles $21 billion in assets between its 91,382 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 172 charitable organizations. Of its 91,382 accounts, 18% belong to high-net-worth investors who have more than $1 million in assets. Woodbury Financial Services, Inc performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely are based on the type of financial services. Fees charged by Woodbury Financial Services, Inc can consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Woodbury Financial Services, Inc Brokerage Details
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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
- Educational seminars/workshops
Jason Knight Work History
Jason has 12 years of experience.
Woodbury Financial Services Inc
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
State Of Utah
Knightgoods88 Ebay Store
Jason Knight has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Woodbury Financial Services, Inc
Saint Paul, MN
Lees Summit, MO
Saint Paul, MN
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact firstname.lastname@example.org. 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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