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Jason K
Series 63, Series 65
Ottumwa, IA
Lincoln Investment
Jason Knox is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2010, following prior roles at Cambridge Investment Research and running Knox Financial Group for over two decades. In addition to his advisory work, he owns and operates several businesses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by its Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.
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