Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bryant Evans is an investment advisor representative with Cozad Asset Management Inc., located in Champaign, IL. John has over 20 years of experience in the financial services industry. John is registered in Illinois and Texas. John holds the Series 66, SIE and Series 7 licenses and has experience with a variety of investment products and services. John's prior experience includes working at M HOLDINGS SECURITIES, INC. and FSC SECURITIES CORPORATION. John's specialties include working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. John has a strong commitment to providing personalized financial advice to help clients reach their financial goals.
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.
1
2
IL
10/08/2021 - Present
Cozad Asset Management Inc. (CHAMPAIGN IL)
IL
09/01/2009 - 10/14/2021
M HOLDINGS SECURITIES, INC. (CHAMPAIGN IL)
IL
10/11/2001 - 09/04/2009
FSC SECURITIES CORPORATION (CHAMPAIGN IL)
BOTH
Issued 11/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Evans is the right advisor for you? Invested Better is here to help.
