Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan C. Jones is a financial advisor with over 10 years of experience in the financial services industry. Evan has a strong background in investment management, financial planning, and portfolio management. Evan holds the Series 7, Series 63, and Series 65 licenses and is also a CFA charterholder. Evan is currently registered with Scharf Investments, LLC and Parallel Advisors, LLC. Evan specializes in providing financial advice to high-net-worth individuals, families, and institutions. Evan’s areas of expertise include investment management, retirement planning, estate planning, and tax planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model recommendations
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/07/2019 - Present
Scharf Investments, LLC (LOS GATOS CA)
CA
02/07/2014 - 10/06/2015
TD AMERITRADE, INC. (CAMPBELL CA)
CA
03/28/2012 - 10/17/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
CA
11/10/2008 - 03/23/2012
SCOTTRADE, INC. (MODESTO CA)
IA
Issued 04/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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