Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Glen Evans is a financial professional with over 35 years of experience in the industry. Currently, Jonathan is registered as an Investment Advisor Representative with Columbia Management Investment Advisers, LLC. Jonathan is also registered as a Registered Representative in Florida and Puerto Rico. Previously, Jonathan held various positions at several firms including NWNL Northstar Distributors, Inc., NSR Distributors, Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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
MA
04/06/2011 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
CT
06/03/1994 - 01/25/1995
NWNL NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)
CT
06/08/1990 - 12/20/1993
NSR DISTRIBUTORS, INC. (ENFIELD CT)
NY
02/15/1988 - 05/29/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
12/23/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
08/21/1984 - 12/11/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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