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Gideon Evans

Janney Montgomery Scott LLC

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About Gideon Evans

Gideon Evans is a financial advisor with Janney Montgomery Scott LLC, based in Marlton, NJ. Gideon has been in the financial services industry since 1982 and has experience working with clients in various areas, including investment management, financial planning, and pension consulting. Gideon holds a Series 7, Series 3, Series 5, Series 15, Series 63, and Series 66 license. Gideon has extensive experience providing financial advice to individuals and families, businesses, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

Firm Information

Gideon Evans is currently registered with Janney Montgomery Scott LLC. Janney Montgomery Scott LLC is a Philadelphia-based, full-service financial services firm with over $85 billion in assets under management. Formed in 1999, the firm provides a comprehensive suite of financial advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Janney Montgomery Scott LLC is registered with the SEC and operates in all 50 states and the District of Columbia.
Janney Montgomery Scott LLC

1717 ARCH STREET

PHILADELPHIA, PA 19103

$85.90B

Assets Under Management

2,265

Total Clients

1,570

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee plus commission

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Gideon Evans’s Registration & Firm History

NJ

12/22/2021 - Present

Janney Montgomery Scott LLC (MARLTON NJ)

NY

09/19/1985 - 11/18/1994

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NA

01/10/1985 - 10/07/1985

OPPENHEIMER & CO., INC.

NA

04/12/1982 - 02/08/1985

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

02/09/1982 - 04/16/1982

ROONEY, PACE INC.

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Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1985

Series 3 - National Commodity Futures Examination

BC

Issued 06/12/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 04/27/1982

Series 5 - Interest Rate Options Examination

BC

Issued 01/18/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gideon Evans.
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