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William Jason Gevov

MFS Fund Distributors, Inc.

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About William Jason Gevov

William Jason Gevov is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with MFS Fund Distributors, Inc. and holds a Series 6, Series 7TO, and Series 63 license. William has been a registered representative with MFS Fund Distributors, Inc. since December 1994. William previously worked for MFS Financial Services, Inc., Concord Financial Group, Inc., and Planco Financial Services, Inc. William is a licensed financial advisor in California and is actively registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

William Gevov is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Gevov’s Registration & Firm History

MA

12/06/1994 - Present

MFS Fund Distributors, Inc. (BOSTON MA)

MA

05/12/1994 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

MD

09/10/1992 - 03/18/1994

CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)

CT

03/31/1989 - 08/04/1992

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 02/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Jason Gevov. Review regulatory record here.
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