JE
JE

Jack Evans

26 Years of Experience
Tuscaloosa, AL
Broker

Jack Evans is a registered investment advisor at Ameriprise Financial Services, LLC, based in Tuscaloosa, AL, with 26 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1817 Commons North Dr, Tuscaloosa, AL, 35406

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLC
April 2009 - Present · 17 yrs 5 mos
Ameriprise Financial Services, LLCBroker
April 2009 - Present · 17 yrs 5 mos
Ameriprise Financial Services, LLC
April 2009 - Present · 17 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
June 2009 - November 2010 · 1 yr 5 mos
UBS Financial Services INC.
November 2002 - May 2009 · 6 yrs 6 mos
UBS Financial Services INC.Broker
November 2002 - May 2009 · 6 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 1999 - November 2002 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - November 2002 · 3 yrs 7 mos
State Registrations17 states
ALARAZFLGAINKSLAMIMNMSOKSCTNTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jack Evans - Financial Advisor | TrueAdvisor