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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Michael Evans is a registered investment advisor representative with Foster Group, Inc. Jonathan is a Certified Financial Planner with over 10 years of experience in the financial services industry. Jonathan has passed the Series 65 exam and specializes in retirement planning, college savings, and investment management. Jonathan's office is located in West Des Moines, Iowa.
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.
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.
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IA
03/06/2018 - Present
Foster Group, Inc. (WEST DES MOINES IA)
IA
Issued 11/29/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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