Jon Aaron Knotts
Investment adviser representative at Expressive Wealth LLC
21 yearsExperience
1 stateRegistered in
$165.2MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Expressive Wealth LLCMay 2024 to now
- Fiscal InvestorNov 2022 to now
- North Central CollegeOct 2023 to Dec 2023
- Benzinga.comSep 2023 to May 2024
- Zacks Investment ResearchOct 2005 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Expressive Wealth LLC
$165.2MAssets managed
165Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2194427
- Firm CRD
- 329974