John EvansCRD Number: 5177406
Current Firm: S.b. Value Partners, LP
John Evans (CRD# 5177406) is an Investment Advisor Representative working at S.b. Value Partners, LP in Tigard, OR and has over 11 years of experience in the finance industry.
The H Group Washington, Inc.
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|Sb Value Partners||San Antonio, TX||Jan 2021 - Current||2|
|Sb Value Partners||Portland, OR||Jan 2021 - Current||2|
|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|
Total Assets Under Management3,873MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$33,977,119
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, IN, LA, MT, OR, PA, TX
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