Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Rush Evans is a financial advisor who has been in the industry since April 1999. Jack is currently registered with Ameriprise Financial Services, LLC in Alabama and Texas. Jack has previously worked for Securities America, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jack holds the Series 66, Series 7 and SIE licenses. Jack specializes in various areas including financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
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2
AL
09/11/2024 - Present
Ameriprise Financial Services, LLC (TUSCALOOSA AL)
AL
06/16/2009 - 11/30/2010
SECURITIES AMERICA, INC. (TUSCALOOSA AL)
AL
11/22/2002 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
NY
04/08/1999 - 11/26/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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