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Jason KnoxAIF®, CRC®

Jason Knox

Financial Advisor

I have enjoyed working with clients since 1996.  While attending the University of Northern Iowa, I studied economics and political science, earning my degrees in 1996.  During this time, I worked for both small and large business, gaining insight of business operations.  Upon graduation, I entered the financial services industry on a full-time basis.

In my career, I have worked with people starting to put away their first dollars, to managing existing portfolios, utilizing the assets saved, and passing those assets to the next generation, whether individuals or charities.  My passion is to work with individual clients, businesses, and organizations on the many phases of their financial journey.  I enjoy finding solutions that solve clients financial challenges.

While not working, I enjoy spending time with my amazing wife, Amber, and the boys.  Home improvement and landscaping projects for family, friends, and our own home are often a weekend agenda. Attending auto racing and college football events are summer and fall favorites.  Golf cart rides and SXS/UTV adventures happen frequently, while BBQ and grilling are frequent home favorites.   


Jason Knox Financial Professional BIO

Understanding Form CRS

Lincoln Investment CRS

Capital Analysts CRS