Jared W Knudsen

Current Employers

Employment History

• 01/2016 → 12/2019
  Kms Financial Services, Inc.
  Seattle, WA
• 01/2020 → 01/2022
  Wasatch Benefits Group
  Highland, UT
• 01/2022 → 11/2023
  Securities America, Inc.
  Pleasant Grove, UT
• 03/2022 → 11/2023
  Securities America Advisors
  Pleasant Grove, UT
• 11/2023 → Present
  Lpl Financial Llc
  Pleasant Grove, UT

Previous Registrations

• 2022-03-22 → 2023-11-20
  Securities America Advisors, Inc.
  Pleasant Grove, UT
• 2016-01-11 → 2019-12-31
  Kms Financial Services, Inc.
  Pleasant Grove, UT
• 2012-11-19 → 2015-07-02
  Signator Financial Services, Inc.
  Provo, UT
• 2010-09-08 → 2012-11-15
  Hornor, Townsend & Kent, Llc
  Orem, UT
  Las Vegas, NV
  Henderson, NV
  Henderson, NV
• 2008-11-24 → 2010-08-19
  Insphere Securities, Inc.
  Las Vegas, NV
  Salt Lake City, UT

Other Businesses

1) 11/20/2023 - CORE Financial, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 200 Hours per month. 2) 11/20/2023 - KNUDSEN MANAGEMENT, LLC - Business Entity For Tax/Investment Purposes Only - Pass-through for commissions and fees - UT 84003 - Non investment related - 2 Hours per month - Start date: 4/17/2013. 3) 11/20/2023 - Summit Capital, LLC - Business Entity For Tax/Investment Purposes Only - Business entity for Real Estate investments - UT 84003 - Non investment related - 1 Hour per month - Start date: 09/21/2018. 4) 11/20/2023 - Wasatch Benefit Group, LLC. - Insurance Agency - Selling: Medicare Advantage Plans, Medicare Supplement Plans - Investment related - 25 Hours per month - Start date: 01/01/2020. 5) 11/20/2023 - Sage Path Partners, LLC - Business Entity For Tax/Investment Purposes Only - Entity for Real Estate Rental Income - UT. 84058 & UT. 84074 - Non investment related - 1 Hour per month - Start date: 02/28/2019. 6) 11/20/2023 - Allegis Advisors Group - Non-Variable Insurance - Selling: Life, Disability, LTC - UT 84062 - Investment related - 14 Hours per month - Start date: 01/01/2022.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-21
• S63 Uniform Securities Agent State Law Examination
  2007-03-02

Other Names

• Jared W Knudsen
• Jared White Knudsen