J. Evans is a registered investment advisor at Morgan Stanley, based in Columbia, MD, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
10400 Little Patuxent Pkwy, Ste G3, Columbia, MD, 21044
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2026 - Present · 5 mos
Morgan StanleyBroker
February 2026 - Present · 5 mos
Wells Fargo Advisors
February 2009 - Present · 17 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
February 2009 - Present · 17 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
January 2003 - February 2009 · 6 yrs 1 mo
UBS Financial Services INC.Broker
December 2002 - February 2009 · 6 yrs 2 mos
1st Discount Brokerage, INC.Broker
August 2002 - January 2003 · 5 mos
Acument Securities, INC.Broker
May 2001 - August 2002 · 1 yr 3 mos
State Registrations18 states
CACODCDEFLMAMDMEMONHNJORPASCTNTXVAWV
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.