Jason
Knight

Woodbury Financial Services, Inc

CRD#6254609
Investment Advisor
in Midvale, UT

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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

Series 63, Series 65

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7730 S Union Park Ave Suite 250
Midvale, UT 84047

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$21,344,571,679

UT Average: $5,289,111,388
Total Number of Employees

3,216

UT Average: 157
Total Number of Accounts

91,382

UT Average: 8,262
Average Account Size

$233,575

UT Average: $640,173

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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.

2017 - Present (5 years)

Woodbury Financial Services Inc

2013 - 2017 (4 years)

Hornor Townsend & Kent Inc

2013 - 2017 (4 years)

Penn Mutual Life Ins Co

2012 - 2013 (1 year)

State Of Utah

2010 - 2013 (3 years)

Knightgoods88 Ebay Store

Disclosures

Jason Knight has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

Jeri Barrientos
Tulsa, OK
Tamara Frattarelli
Saint Paul, MN
Michael Sayre
Midvale, UT
Grant Messner
Lees Summit, MO
John Watson
Columbus, OH
Nicolas Wildman
Vienna, OH
Scott Chapman
Colchester, CT
Bradley Ober
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 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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