Inactive

Jon Aaron Knotts

Expressive Wealth LLC

CRD 2194427

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Employer firm

Expressive Wealth LLC CRD 329974

$165M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Expressive Wealth Llc

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2024-05-14

IL RA
APPROVED

Since 2024-05-14

Branch Locations

6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • 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

Organization	City	State	From	To
Expressive Wealth Llc	Chicago	IL	05/2024	Present
Zacks Investment Research	Chicago	IL	10/2005	04/2023
Fiscal Investor	Naperville	IL	11/2022	Present
North Central College	Naperville	IL	10/2023	12/2023
Benzinga.COm	Detroit	MI	09/2023	05/2024

05/2024 → Present

Expressive Wealth Llc

Chicago, IL
10/2005 → 04/2023

Zacks Investment Research

Chicago, IL
11/2022 → Present

Fiscal Investor

Naperville, IL
10/2023 → 12/2023

North Central College

Naperville, IL
09/2023 → 05/2024

Benzinga.COm

Detroit, MI

Other Businesses

FISCAL INVESTOR; INVESTMENT RELATED; OWNER; NAPERVILLE, IL; START DATE 11/2022; FINANCIAL LITERACY WEBSITE; APPROXIMATELY 5% OF TIME

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-03
S63	Uniform Securities Agent State Law Examination	1991-12-23

S65 Uniform Investment Adviser Law Examination

2024-05-03
S63 Uniform Securities Agent State Law Examination

1991-12-23

View on SEC IAPD

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