Jason Allen Knox
Investment adviser representative at Capital Analysts
30 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Capital AnalystsDec 2025 to now
- Lincoln InvestmentAug 2010 to now
- Cambridge Investment Research Advisors, Inc.Dec 2025 to Dec 2025
- Cambridge Investment Research, Inc.Dec 2025 to Dec 2025
- Knox Financial GroupMay 1995 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (IA).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 2916730
- Firm CRD
- 162200