Jason R Knight

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING 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

• 12/2011 → Present
  Lpl Financial, Llc
  Raleigh, NC
• 12/2011 → Present
  Gaines Financial Group
  Raleigh, NC

Previous Registrations

• 2012-01-24 → 2022-04-27
  Gaines Financial Group
  Cary, NC
  Raleigh, NC
  Boca Raton, FL
• 2001-12-31 → 2011-12-23
  Charles Schwab & Co., Inc.
  Raleigh, NC
  Raleigh, NC

Other Businesses

(1) 06/28/2012: No Business Name - NON-VARIABLE INSURANCE - INV REL - At Reported Business Location(s) - LIFE INSURANCE, HEALTH, DISABILITY, LTC, ETC. - 1% TIME SPENT (2) 05/17/20 - Great Valley Advisor Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 04/07/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. I started this business activity in 5/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial. (3) 05/25/2022 - Knight Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2016 - 160 Hours Per Month/ 8 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-08-13
• S65 Uniform Investment Adviser Law Examination
  1998-08-11

Designations

• Certified Financial Planner

Other Names

• Jason Remington Knight