DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Allen Knox

Capital AnalystsBD affiliatedWest Union, Ia dual registrantIAPD 2916730

Feed of 09/15/2026

At current firm

0 y

since Dec 16, 2025

In the industry

31 y

since May 1, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Capital Analysts BD affiliated current
since Dec 17, 2025 · Decorah, Ia
Lincoln Investment independent RIA current
since Dec 16, 2025 · Ottumwa, Ia
Cambridge Investment Research Advisors, Inc. BD affiliated
Dec 8, 2025 to Dec 16, 2025 · West Union, Ia
Capital Analysts BD affiliated
Aug 7, 2015 to Dec 9, 2025 · West Union, Ia
Lincoln Investment independent RIA
Aug 2, 2010 to Dec 9, 2025 · Cincinnati, Oh
Great American Advisors, Inc. former
Mar 8, 2005 to Aug 2, 2010 · West Union, Ia
Pmg Asset Management Inc unclassified
Mar 20, 2001 to Feb 28, 2005 · West Union, Ia

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Lincoln Investment
left Dec 16, 2025, registered Dec 16, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
Capital Analysts to Cambridge Investment Research Advisors, Inc.
left Dec 9, 2025, registered Dec 8, 2025 (-1 days) · Affiliated broker-dealer or bank to another
Lincoln Investment to Capital Analysts
left Dec 9, 2025, registered Aug 7, 2015 (-3777 days) · Other
Great American Advisors, Inc. to Lincoln Investment
left Aug 2, 2010, registered Aug 2, 2010 (0 days) · corporate re-registration, not a move
Pmg Asset Management Inc to Great American Advisors, Inc.
left Feb 28, 2005, registered Mar 8, 2005 (8 days) · Other

Signals

Jason Allen Knox left Cambridge Investment Research Advisors, Inc. for Lincoln Investment (registered 2025-12-16)
Dec 16, 2025 · Advisor changed firm · fact
Jason Allen Knox left Capital Analysts for Cambridge Investment Research Advisors, Inc. (registered 2025-12-08)
Dec 9, 2025 · Advisor changed firm · fact
Jason Allen Knox left Lincoln Investment for Capital Analysts (registered 2015-08-07)
Dec 9, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address