Todd EvansCRD Number: 6035803
Current Firm: J.p. Morgan Securities LLC
Todd Evans (CRD# 6035803) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Daly City, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|J.p. Morgan Securities LLC||San Mateo, CA||Oct 2012 - Current||4|
|Jp Morgan Chase Bank||San Mateo, CA||Oct 2011 - Current||5|
|Chase Investment Services Corp||San Mateo, CA||Feb 2012 - Oct 2012||< 1|
|Unemployed||San Francisco, CA||Jun 2011 - Oct 2011||< 1|
|Oakland Aviation High School||Oakland, CA||Aug 2010 - Jun 2011||< 1|
|Unemployed||Daly City, CA||Jun 2010 - Aug 2010||< 1|
|Raoul Wallenberg High School||San Francisco, CA||Mar 2010 - Jun 2010||< 1|
|Univerrsity Of California, Davis||Davis, CA||Sep 2006 - Mar 2010||3|
|Southern Valley Specialties||Bakersfield, CA||Mar 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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