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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Evans is an investment advisor representative at Fidelity Personal And Workplace Advisors, a firm that provides investment advice and portfolio management to individual investors, high net worth individuals, businesses, and institutions. Justin Evans has been in the financial services industry since 2002, and has experience in a range of areas, including financial planning, portfolio management, and investment advice. Justin Evans holds Series 3, 7, 9, 10, 31, and 66 licenses, and has worked for several prominent financial institutions, including UBS Financial Services, Morgan Stanley, and JP Morgan Securities. Justin Evans is registered to provide investment advice in California, Colorado, Massachusetts, Texas, and Utah.
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.
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.
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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2
CA
08/30/2022 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
04/24/2018 - 07/17/2022
J.P. MORGAN SECURITIES LLC (San Jose CA)
CA
11/29/2016 - 05/07/2018
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
CA
08/08/2014 - 10/14/2016
UBS FINANCIAL SERVICES INC. (SAN JOSE CA)
CA
06/01/2009 - 08/12/2014
MORGAN STANLEY (SAN MATEO CA)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (COLUMBUS OH)
OH
06/02/2005 - 04/02/2007
MORGAN STANLEY DW INC. (NEW ALBANY OH)
OH
06/24/2004 - 12/07/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
12/18/2003 - 04/13/2004
EDWARD JONES (ST. LOUIS MO)
NJ
08/19/2002 - 12/19/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
08/15/2001 - 07/08/2002
CASIMIR CAPITAL L.P. (GREENWICH CT)
BOTH
Issued 08/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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