J Everhart, financial advisor San Diego CA
93 score

J Everhart

CRD Number: 5428527
Current Firm: Prudential Financial Planning Services

J Everhart (CRD# 5428527) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
California Health Benefit Exchange Riverside, CA Apr 2014 - Current 2
Pruco Securities LLC Irvine, CA Sep 2007 - Current 9
The Prudential Insurance Company Of America Irvine, CA Sep 2007 - Current 9
Unemployed Laguna Niguel, CA Apr 2007 - Sep 2007 < 1
The Dentist's Choice Capistrano Beach, CA Feb 2006 - Apr 2007 1
Platinum Equity Group Laguna Beach, CA Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for J T. Everhart
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    4,930
    MILLIONS
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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