John Evans (CRD# 5177406) is an Investment Advisor Representative working at S.b. Value Partners, LP in Tigard, OR and has over 12 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sb Value Partners | San Antonio, TX | Jan 2021 - Current | 3 |
| Sb Value Partners | Portland, OR | Jan 2021 - Current | 3 |
| Driver Management Company, LLC | San Antonio, TX | Dec 2022 - Jul 2023 | < 1 |
| Vacasa | Portland, OR | Jan 2018 - Dec 2020 | 2 |
| Fmt Solutions | Lake Oswego, OR | Jan 2017 - Jan 2018 | 1 |
| N/a | Portland, OR | Jan 2016 - Dec 2017 | 1 |
| Unemployed | Portland, OR | Dec 2015 - Jan 2017 | 1 |
| American Red Cross | Portland, OR | Jun 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- OR
-
Total Assets Under Management3,548MILLIONS
-
Total Number of Accounts117ACCOUNTS
-
Average Account Value$30,328,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
CO, IN, MT, OR, TX
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