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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Evans is a financial advisor registered with Captrust in Allentown, Pennsylvania. Jeffrey Evans has been working in the financial services industry since 2000 and has passed the Series 6, Series 63, and Series 65 exams. Before joining Captrust, Jeffrey Evans worked at M Holdings Securities, Inc. and Prudential Investment Management Services LLC. He has experience in various investment-related areas. In addition to financial advisory services, Jeffrey Evans also owns and manages a rental property.
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.
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.
1
2
PA
09/15/2015 - Present
Captrust (ALLENTOWN PA)
PA
05/19/2011 - 09/24/2018
M HOLDINGS SECURITIES, INC. (ALLENTOWN PA)
PA
03/13/2000 - 12/06/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
IA
Issued 08/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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