John
Evans

S.B. Value Partners, L.P

CRD#5177406
Investment Advisor
in Tigard, OR

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About this Advisor

John Evans is a financial advisor based in Tigard, Oregon, working with S.B. Value Partners, L.P. John has previously held positions at American Red Cross, Fmt Solutions, Vacasa, Sb Value Partners, and Driver Management Company, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon. Currently, John is part of S.B. Value Partners, L.P, which operates out of Tigard, Oregon. The firm has 4 offices and 13 employees. The firm manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at S.B. Value Partners, L.P includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Tigard, OR

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S.B. Value Partners, L.P Brokerage Details

Total Assets Under Management

$3,548,387,419

OR Average: $3,042,739,679
Total Number of Employees

13

OR Average: 49
Total Number of Accounts

117

OR Average: 2,315
Average Account Size

$30,328,098

OR Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

John Evans Work History

2021 - Present (3 years)

Sb Value Partners

2021 - Present (3 years)

Sb Value Partners

2022 - 2023 (1 year)

Driver Management Company, LLC

2018 - 2020 (2 years)

Vacasa

2017 - 2018 (1 year)

Fmt Solutions

2016 - 2017 (1 year)

N/A

2013 - 2015 (2 years)

American Red Cross

Disclosures

Please visit the SEC profile of John Evans 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 S.B. Value Partners, L.P

William Barnes
San Antonio, TX
John Evans
Tigard, OR
Kevin Cuddie
Denver, CO
Jeremy Pennington
Bloomington, IN
Noah Intara
Bozeman, MT
Leslie Heath
San Antonio, TX
John Sacchetti
San Antonio, TX
Bryan Abbott
San Antonio, TX

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