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Jason Charles Staas

Knights Of Columbus Asset Advisors LLC

New Haven, CT

Independence, OH

CRD 7378307

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Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Knights Of Columbus Asset Advisors Llc

One Columbus Plaza, New Haven, CT 06510 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-07-06
OH RA APPROVED 2021-06-21
  • KY RA
    APPROVED
    Since 2026-07-06
  • OH RA
    APPROVED
    Since 2021-06-21

Branch Locations

One Columbus Plaza, New Haven, CT 06510 • United States

4401 Rockside Road Suite 201, Independence, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Knights Of Columbus Insurance New Haven CT 06/2015 Present
Knights Of Columbus Asset Advisors Llc New Haven CT 05/2021 Present
Other Businesses

Knights of Columbus Insurance; not investment related; 2310 Far Hills Ave Ste. 7, Dayton, OH 45419; General Agent; 05/01/2019 to Present as General Agent in Ohio; 120 hours per month devoted to this business; 6-8 hours devoted during security trading hours; insurance sales management and recruiting duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-16
  • S65 Uniform Investment Adviser Law Examination
    2021-06-16
Other Names
  • Jason Staas

View on SEC IAPD

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