Jason David Knight

Current Employers

Employment History

• 10/2013 → 08/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 10/2013 → 08/2017
  Penn Mutual Life Ins Co
  Horsham, PA
• 08/2017 → 01/2024
  Woodbury Financial Services Inc
  Salt Lake City, UT
• 01/2024 → Present
  Osaic Wealth, Inc.
  Midvale, UT

Previous Registrations

• 2017-08-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Midvale, UT
• 2015-10-06 → 2017-08-31
  Hornor, Townsend & Kent, Llc
  Holladay, UT

Other Businesses

1) CUI AGENCY POSITION: Agent NATURE: Commercial P&C Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 08/15/2017 ADDRESS: 7730 S Union Park Ave, Suite 250, Midvale UT 84047, United States DESCRIPTION: Affiliate agent assisting in client acquisition. Sourcing new clients from the employee benefits division. 2) CUI WEALTH MANAGEMENT POSITION: Partner NATURE: LLC providing group retirement plans, business life insurance, and personal financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 08/15/2017 ADDRESS: 7730 S Union Park Ave, Suite 250, Midvale UT 84047, United States DESCRIPTION: My primary responsibility is servicing exisitng clients and sourcing new clients from the employee benefits and commercial insurance division for investment related planning. 3) CUI BENEFITS POSITION: President/Partner NATURE: LLC providing group benefits including major medical and all ancillary products. Ancillary products include group dental, vision, life, disability, critical illness, hospital indemnity, accident, and chronic illness plans. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 08/15/2017 ADDRESS: 7730 S Union Park Ave, Suite 250, Midvale UT 84047, United States DESCRIPTION: Sales and quoting of new and existing group and client plans.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-24
• S63 Uniform Securities Agent State Law Examination
  2013-11-06

Other Names

• J Knight
• Jason Knight