Evan Jones, financial advisor Raleigh NC

Evan Jones

CRD Number: 6362769
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Evan Jones (CRD# 6362769) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Raleigh, NC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Raleigh, NC Jan 2015 - Current 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Raleigh, NC Jun 2014 - Current 9
Bayer Cropscience Durham, NC Jun 2013 - May 2014 < 1
North Carolina State University Raleigh, NC Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Evan M. Jones
Phone Number: 800-637-7455
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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