Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Evans is a financial advisor with over 27 years of experience in the industry. Jonathan is registered with LPL Financial LLC and has a Series 63, Series 65, Series 7, Series 9, Series 10, Series 24, Series 31 and SIE licenses. Jonathan has held previous positions at Sigma Financial Corporation and Ameriprise Financial Services, Inc. Jonathan specializes in providing financial planning, portfolio management, and consulting services for individuals, families, and businesses. Jonathan's current registrations include California, Florida, Georgia, Idaho, Massachusetts, Michigan, Missouri, New Hampshire, Oregon, Texas, Utah and Wyoming. Jonathan is committed to helping clients achieve their financial goals and provide them with the best possible service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
04/29/2024 - Present
LPL Financial LLC (South Jordan UT)
UT
04/19/2012 - 04/29/2024
SIGMA FINANCIAL CORPORATION (SOUTH JORDAN UT)
UT
10/05/2009 - 04/23/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
UT
07/15/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MIDVALE UT)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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