Jon Knotts has been an investment adviser representative at Expressive Wealth since May 2024, and is not listed among the firm’s executive officers or direct owners. Jon Knotts holds a Master of Science in Financial Markets & Trading from Illinois Institute of Technology and a Bachelor of Arts in Finance from Ball State University.
Expressive Wealth LLC is a Chicago, IL firm with $165M under management, 165 clients and 9 advisers across 5 offices, as of its September 2026 filing.
Jon Knotts is Chief Investment Officer of Expressive Wealth. He has more than three decades of experience in investment, with roles as a stockbroker, financial product creator and stock research developer, including 20 years at Zacks Investment Research. He is a Professor of Finance at North Central College and founded Fiscal Investor.
- Expressive Wealth LLCCurrent– present · 2 yearsChicago, IL · Adviser representative · Firm CRD 329974
Investment adviser representative registrations
Jon Knotts is registered as an investment adviser representative in Illinois, since May 2024.
- IllinoisSince 14 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 May 2024 |
| Series 4 | Registered Options Principal Examination | 13 November 1995 |
| Series 24 | General Securities Principal Examination | 7 June 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 December 1991 |
| Series 7 | General Securities Representative Examination | 19 December 1991 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Aaron Knotts
- CRD
- 2194427
- Firm
- Expressive Wealth · CRD 329974
- Office
- 6601 N. AVONDALE AVE, SUITE 200, Chicago, IL 60631
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- expressivewealth.com
Where does Jon Knotts work?
Jon Knotts is an investment adviser representative registered through Expressive Wealth LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jon Knotts a financial advisor?
Yes. Jon Knotts has a current investment-adviser registration in Illinois, through Expressive Wealth since May 2024.
How many years of experience does Jon Knotts have?
Jon Knotts has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Jon Knotts passed?
Jon Knotts has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 4 and Series 65. The earliest, the Series 7, was passed in December 1991.
Where is Jon Knotts based?
Jon Knotts’ registered office is in Chicago, IL.
Is Jon Knotts registered with FINRA?
No. Jon Knotts has no current broker registration.
How can I verify Jon Knotts’ record?
Search CRD 2194427 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Knotts’ full registration record.
