Evolve Financial

Evolve Financial (CRD# 309676) is a financial advisory firm headquartered in Seattle, WA. They manage $6,898,351 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2815 Eastlake Ave E, Suite 300, Seattle, WA 98102
https://www.linkedin.com/company/jeweler-and-associates-llc/about/
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $114,973
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Evolve Financial
Showing 1 - 1 of 1 top financial advisors.
1
Gary Jeweler, financial advisor Seattle WA
Gary F. Jeweler
CRD#: 3010702
2815 Eastlake Ave E, Suite 300, Seattle, WA 98102

Gary Jeweler (CRD# 3010702) is an Investment Advisor Representative working at Evolve Financial in Seattle, WA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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