Jack Knapton

Financial advisor at Manning & Napier Advisors LLC

Last updated 2026-10-10

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Jack Knapton is a financial advisor at Manning & Napier Advisors LLC, CRD 7284886. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2020-10-31.

Registration

CRD number
7284886
Registration status
Active
IAPD registration
2020-10-31
Industry Experience
5 years
Work Experience
11 years
States registered
FL, NY, OH, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2020-06 to 2021-12 · Waldron Private Wealth · Bridgeville, PA
  • 2019-05 to 2019-08 · PNC Bank · Pittsburgh, PA
  • 2018-05 to 2019-05 · Massmutual · Pittsburgh, PA
  • 2015-07 to 2018-05 · Edgewood Country Club · Pittsburgh, PA
  • 2016-08 to 2020-05 · Duquesne University · Pittsburgh, PA
  • 2019-09 to 2020-06 · Waldron Private Wealth · Bridgeville, PA
  • 2021-12 to 2023-12 · Waldron Private Wealth · Bridgeville, PA
  • 2023-01 to 2025-03 · Waldron Private Wealth · Bridgeville, PA
  • 2025-04 to Present · Manning & Napier · St. Petersburg, FL

Current employment

SEC IAPD record for Jack Knapton

Manning & Napier Advisors LLC

Regulatory AUM
$17,029,365,686
Registered advisors
42
Offices
39
Clients per advisor
82.7 (Moderate)
Average AUM per client
$4.9M (Moderate)
High-net-worth client ratio
44.6% (Moderate)

Manning & Napier Advisors LLC: advisors, services and reported ETF investments

About

Jack Knapton is a CFP® financial advisor at Manning & Napier Advisors, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Manning & Napier, Waldron Private Wealth, Duquesne University, PNC Bank, among others.

SEC disclosures list additional business and community activities: Employee And Registered Investment Advisor Representative Of Manning & Napier Advisors.

Manning & Napier Advisors LLC's firm-level Form ADV reports 42 advisors across 39 offices; approximately 82.7 clients per advisor, average assets per client of $4,901,948, and regulatory AUM of $17B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.

PortfolioFuture's firm-level 13F analysis covers $1.4B across 144 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jack Knapton personally.

Reported ETF positions

Manning & Napier Advisors reports 144 ETF positions worth $1.4B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Manning & Napier Advisors LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Commodity Pool Operator or Trading Advisor
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Trust Company
  • Real Estate Broker or Dealer
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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