Jevon Evans, financial advisor Tampa FL

Jevon Evans

CRD Number: 6691739
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jevon Evans (CRD# 6691739) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa, FL Sep 2016 - Current 4
One Touch Direct LLC Tampa, FL Jul 2016 - Sep 2016 < 1
Fedex Corp Tampa, FL Jan 2015 - Jul 2016 1
University Of South Florida Tampa, FL May 2008 - May 2015 7
Macys Tampa, FL Aug 2014 - Mar 2015 < 1
Walmart Tampa, FL Mar 2012 - Jun 2014 2
Sea World Tampa, FL Apr 2010 - Feb 2011 < 1
Oasis Tampa, FL Jan 2010 - Jan 2011 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jevon Evans
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    962,052
    MILLIONS
  • Total Number of Accounts
    2,529,169
    ACCOUNTS
  • Average Account Value
    $380,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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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