Evan
Jones

Pfs Investments Inc

CRD#7505806
Investment Advisor
in Indianapolis, IN

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About this Advisor

Evan Jones is a financial advisor based in Indianapolis, Indiana, working with Pfs Investments Inc. Evan has previously held positions at Pfs Investments Inc, Primerica Financial Services, Ups, Wabash College, Lebanon Senior High School, Kanakuk Kamps, and College Year In Athens. Evan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Evan is part of Pfs Investments Inc, which operates out of Indianapolis, Indiana. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

8383 Craig Street Suite 100-B
Indianapolis, IN 46250

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

IN Average: $3,570,121,308
Total Number of Employees

3,590

IN Average: 58
Total Number of Accounts

59,808

IN Average: 1,608
Average Account Size

$141,486

IN Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Evan Jones Work History

2022 - Present (3 years)

Pfs Investments Inc

2021 - Present (4 years)

Primerica Financial Services

2021 - 2021 (< 1 year)

Ups

2021 - 2021 (< 1 year)

Wabash College

2020 - 2021 (1 year)

Ups

2020 - 2020 (< 1 year)

College Year In Athens

2020 - 2020 (< 1 year)

Ups

2020 - 2020 (< 1 year)

Wabash College

2019 - 2019 (< 1 year)

Kanakuk Kamps

2019 - 2020 (1 year)

Wabash College

2018 - 2018 (< 1 year)

Kanakuk Kamps

2018 - 2019 (1 year)

Wabash College

2017 - 2018 (1 year)

Wabash College

2012 - 2017 (5 years)

Lebanon Senior High School

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Disclosures

Please visit the SEC profile of Evan Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Heather Horan
Duluth, GA
Dallin Brand
Lehi, UT
Micah Wood
Meridian, ID
Jillian Cavanaugh
Manchester, NH
Janelle Pruett
Belfair, WA
Michael Giordano
Hialeah, FL
Alden Small
Horn Lake, MS
Josue Comulada Otero
Guaynabo, PR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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