Doris Boehmlaender EvansCRD Number: 1946649
Current Firm: J.p. Morgan Securities LLC
Doris Boehmlaender Evans (CRD# 1946649) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Phoenix, AZ and has over 23 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Jp Morgan Securities LLC||Phoenix, AZ||Jul 2013 - Current||4|
|Mountain Pointe High School Baseball Boosters||Phoenix, AZ||Jun 2014 - Nov 2015||1|
|Morgan Stanley Smith Barney||Phoenix, AZ||Jun 2009 - Jul 2013||4|
|Citigroup Global Markets Inc.||Phoenix, AZ||Aug 1998 - Jun 2009||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
|S63||Uniform Securities State Law Examination||May 1994|
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