Jody C. Knutsen

INVICTA FINANCIAL GROUP

San Diego, CA 92127

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CRD#: 6546586

Professional summary

Jody C Knutsen, who also goes by Joe Knutsen, is a registered financial advisor currently at INVICTA FINANCIAL GROUP located in San Diego, California.

Jody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jody has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Joe Knutsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jody C Knutsen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 1, 2026 - Present

INVICTA FINANCIAL GROUP

Office #1: 11440 West Bernardo Court Suite 102, San Diego, CA 92127

RIA

CRD#: 288008

San Diego, CA

Past

December 28, 2015 - June 23, 2026

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Garden Grove, CA

Past

December 28, 2015 - June 23, 2026

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Garden Grove, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVICTA FINANCIAL GROUP

BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/28/2020 Terminated)

California

Registered Investment Advisory firm - (5/28/2020 Terminated)

Iowa

Registered Investment Advisory firm - (4/29/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (4/30/2020 Terminated)

Nevada

Registered Investment Advisory firm - (5/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/26/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/26/2015

General Securities Representative Examination

Current Firm

INVICTA FINANCIAL GROUP

BDT & ASSOCIATES, INC. | INVICTA FINANCIAL GROUP

CRD#: 288008 / SEC#: 801-118542

RIA

Registered Investment Advisory firm - (4/27/2020 Approved)

Arizona

Registered Investment Advisory firm - (4/28/2020 Terminated)

California

Registered Investment Advisory firm - (5/28/2020 Terminated)

Iowa

Registered Investment Advisory firm - (4/29/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (4/30/2020 Terminated)

Nevada

Registered Investment Advisory firm - (5/28/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (4/29/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

PREMIUM

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Contact information

Main Address

2615 East 24th Street Suite 2, Yuma, AZ 85365

Mailing Address

Phone number

(928) 344-8000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-BDT & ASSOCIATES, INC. (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,722
AUM (Assets Under Management)	$ 324,619,396

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jody C. Knutsen

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jody C Knutsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVICTA FINANCIAL GROUP

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

INVICTA FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/26/2015

Current Firm

INVICTA FINANCIAL GROUP

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTA FINANCIAL GROUP

TRUST BUT VERIFY

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