Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dean? Claim Your ProfileDean A. Evans is a financial advisor with J.p. Morgan Securities LLC based in OLYMPIA, WA. Dean has been in the financial services industry since 1998. Dean is registered with the state of Washington. Dean has passed several professional exams including the Series 63, Series 65, Series 7, Series 24, Series 52TO, Series 53, and the SIE. Dean has previous experience with CHASE INVESTMENT SERVICES CORP. and WAMU INVESTMENTS, INC..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WA
10/01/2012 - Present
J.p. Morgan Securities LLC (OLYMPIA WA)
WA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OLYMPIA WA)
CA
02/04/1999 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
CA
02/05/1998 - 01/08/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2001
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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