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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

JASON ALLEN KNOX

Advisor at CAPITAL ANALYSTS

West Union, IA | Fort Washington, PA | Decorah, IA | OTTUMWA, IA

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Search this name across graphsid dfx:ria:816b604c-2eca-0820-7d86-d3bff0760dc9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 20, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITAL ANALYSTS
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Exams: S63|S65
First exam: Jul 24, 1997
First registration: Mar 20, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2916730

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITAL ANALYSTS	Bd affiliated wealth	Dec 17, 2025	n/a	yes	Decorah, IA	Current employment
LINCOLN INVESTMENT	Independent wealth	Dec 16, 2025	n/a	yes	OTTUMWA, IA\|Decorah, IA\|Fort Washington, PA\|West Union, IA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Dec 8, 2025	Dec 16, 2025	no	West Union, IA\|Ottumwa, IA\|Decorah, IA	Previous registration
CAPITAL ANALYSTS	Bd affiliated wealth	Aug 7, 2015	Dec 9, 2025	no	WEST UNION, IA\|Decorah, IA	Previous registration
LINCOLN INVESTMENT	Independent wealth	Aug 2, 2010	Dec 9, 2025	no	CINCINNATI, OH\|WEST UNION, IA\|OTTUMWA, IA\|West Union, IA\|Fort Washington, PA\|West Union, IA\|Decorah, IA\|Decorah, IA\|PALM BEACH GARDENS, FL	Previous registration
GREAT AMERICAN ADVISORS, INC.	Former SEC adviser	Mar 8, 2005	Aug 2, 2010	no	WEST UNION, IA\|CINCINNATI, OH	Previous registration
PMG ASSET MANAGEMENT INC	n/a	Mar 20, 2001	Feb 28, 2005	no	WEST UNION, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	LINCOLN INVESTMENT	Dec 16, 2025	Dec 16, 2025	0	Firm change	Ibd to RIA
CAPITAL ANALYSTS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 9, 2025	Dec 8, 2025	-1	Firm change	Ibd to ibd
LINCOLN INVESTMENT	CAPITAL ANALYSTS	Dec 9, 2025	Aug 7, 2015	-3,777	Firm change after gap	Other
GREAT AMERICAN ADVISORS, INC.	LINCOLN INVESTMENT	Aug 2, 2010	Aug 2, 2010	0	Bulk transfer	Other
PMG ASSET MANAGEMENT INC	GREAT AMERICAN ADVISORS, INC.	Feb 28, 2005	Mar 8, 2005	8	Firm change	Other

Relationships

Registered with (5)

→ CAPITAL ANALYSTSRegistered adviserregistration: previous registration
Aug 7, 2015 to Dec 9, 2025factForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Aug 2, 2010 to Dec 9, 2025factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Dec 8, 2025 to Dec 16, 2025factForm ADV
→ GREAT AMERICAN ADVISORS, INC.Registered adviserregistration: previous registration
Mar 8, 2005 to Aug 2, 2010factForm ADV
→ PMG ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Mar 20, 2001 to Feb 28, 2005factForm ADV

Dated events

Occurred
Dec 16, 2025
Advisor changed firm
Jason Allen Knox left Cambridge Investment Research Advisors, Inc. for Lincoln Investment (registered 2025-12-16)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Jason Allen Knox left Capital Analysts for Cambridge Investment Research Advisors, Inc. (registered 2025-12-08)
Form ADVobserved 6 days ago
Occurred
Dec 9, 2025
Advisor changed firm
Jason Allen Knox left Lincoln Investment for Capital Analysts (registered 2015-08-07)
Form ADVobserved 6 days ago