Robert Evans (CRD# 5911119) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Parrish, FL and has over 8 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 4691463
Raymond James & Associates, Inc.
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities LLC | Bradenton, FL | Feb 2016 - Current | 8 |
| Jpmorgan Chase Bank | Bradenton, FL | Feb 2016 - Current | 8 |
| Fifth Third Securities | Bradenton, FL | Aug 2015 - Jan 2016 | < 1 |
| Fifth Third Bank | Bradenton, FL | Jan 2015 - Jan 2016 | 1 |
| Jpmorgan Chase Bank Na | Bradenton, FL | Jun 2013 - Jan 2015 | 1 |
| J.p. Morgan Securities LLC | Bradenton, FL | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Sep 2015 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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