Jon Knapp, financial advisor Washington IL

Jon Knapp

CRD Number: 2660567
Current Firm: Gateway Wealth Partners, LLC

Jon Knapp (CRD# 2660567) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Washington, IL and has over 28 years of experience in the finance industry. Jon Knapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gateway Wealth Partners, LLC Washington, IL Oct 2022 - Current 1
Lpl Financial, LLC Washington, IL Jan 2017 - Current 7
Advisers' Pride, Inc. Washington, IL Jan 2017 - Oct 2022 5
H. Beck, Inc. Rockville, MD Nov 2010 - Jan 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Jon M. Knapp
Phone Number: (920) 731-9293
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,152
    MILLIONS
  • Total Number of Accounts
    6,080
    ACCOUNTS
  • Average Account Value
    $189,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, SC, TN, TX, WA, WI

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