Jason
Knight
Woodbury Financial Services, Inc
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About this Advisor
Jason Knight is a financial advisor based out of Midvale, Utah, with 6 years of industry experience. Knight works at Woodbury Financial Services, Inc. Throughout their career, they have worked at State Of Utah, Knightgoods88 Ebay Store, Hornor Townsend & Kent Inc, Penn Mutual Life Ins Co and Woodbury Financial Services Inc. Knight maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Utah. Woodbury Financial Services, Inc is a financial advisory business based out of Saint Paul, MN. The firm has offices in 1,038 locations and a total of 3,002 people on staff. It oversees $19 billion in assets among its 101,950 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 184 charities and foundations. Of its 101,950 client accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a number 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. Fees charged by financial advisors typically are based on which services are provided. However, fee types charged by Woodbury Financial Services, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$19,278,448,046
3,002
101,950
$189,097
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 been registered as a financial advisor for 6 years.*
Woodbury Financial Services Inc
Hornor Townsend & Kent Inc
Penn Mutual Life Ins Co
State Of Utah
Knightgoods88 Ebay Store
*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 Knight 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 Woodbury Financial Services, Inc
Thibodaux, LA
Overland Park, KS
Jericho, NY
Saint Paul, MN
Germantown, TN
Sterling Heights, MI
Mount Joy, PA
Glenwood, IA
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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