Jason Scott Knapps

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 12/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 01/2012 → Present
  Neighbors Federal Credit Uion
  Denham Springs, LA
• 12/2021 → Present
  Lpl Financial Llc
  Denham Springs, LA

Previous Registrations

• 2007-10-25 → 2021-12-16
  Cuna Brokerage Services, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Denham Springs, LA
  Waverly, IA
  Zachary, LA
  Baton Rouge, LA
  Baton Rouge, LA
  Denham Springs, LA

Other Businesses

1)12/2021- Neighbors Wealth Management- DBA for LPL Business (entity for LPL business)- inv. related- DENHAM SPRINGS, LA

Exams

• S66 Uniform Combined State Law Examination
  2007-10-24