AdFi
JC

Jason Christopher Knapp

Investment Adviser Representative at ARETE WEALTH ADVISORS, LLC

Pittsburgh, PACRD #6057659Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
5 states
Exams Passed
17

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
FloridaGeorgiaMarylandPennsylvaniaVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/9/2020
Series 63
Uniform Securities Agent State Law Examination
Passed 2/22/2013
Series 82
Limited Representative-Private Securities Offerings
Passed 1/2/2023
Series 72
Government Securities Representative Examination
Passed 1/2/2023
Series 99
Operations Professional Examination
Passed 1/2/2023
Registered Options Representative Examination
Passed 1/2/2023
Series 22
Direct Participation Programs Representative Examination
Passed 1/2/2023
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/2/2023
Series 62
Corporate Securities Limited Representative Examination
Passed 1/2/2023
Series 31
Futures Managed Funds Examination
Passed 2/5/2021
Series 52
Municipal Securities Representative Examination
Passed 1/7/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 79
Investment Banking Registered Representative Examination
Passed 6/27/2017
Series 7
General Securities Representative Examination
Passed 6/4/2012
Series 39
Direct Participation Programs Principal Examination
Passed 1/2/2023
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 8/13/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $249,0003.00%
$250,000 - $749,9992.50%
$750,000 - $1,499,9992.00%
$1,500,000 - $4,999,9991.75%
$5,000,000 and over1.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Arete Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ARETE WEALTH ADVISORS, LLCCurrent
9/10/2020Pittsburgh, PA
CENTER STREET SECURITIES, INC.
10/21/20218/17/2022Nashville, TN
MDS SECURITIES, LLC
11/9/201210/23/2017Kittanning, PA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Christopher Knapp has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jason Christopher Knapp - Financial Advisor in Pittsburgh, PA | AdvisorFinder