Jeremy
Evans

Good Life Advisors, LLC

CRD#5108763
Investment Advisor
in Mars, PA

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About this Advisor

Jeremy Evans is a financial advisor based in Mars, Pennsylvania, working with Good Life Advisors, LLC. Jeremy has previously held positions at Pnc Bank, Pnc Investments, Lpl Financial, LLC, and Good Life Advisors, LLC. Jeremy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Jeremy is part of Good Life Advisors, LLC, which operates out of Mars, Pennsylvania. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

100 Northpointe Circle Suite 301
Mars, PA 16046

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

PA Average: $15,833,994,310
Total Number of Employees

138

PA Average: 41
Total Number of Accounts

16,544

PA Average: 3,342
Average Account Size

$175,049

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jeremy Evans Work History

2017 - Present (7 years)

Good Life Advisors, LLC

2015 - Present (9 years)

Lpl Financial, LLC

2011 - 2015 (4 years)

Pnc Bank

2011 - 2015 (4 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Jeremy 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 Good Life Advisors, LLC

Sean Mest
Reading, PA
Jose Rizal Pangilinan
Bridgeville, PA
James Kaiser
Bridgeville, PA
Charles Elhoff
Reading, PA
Brian Tillotson
Southlake, TX
Lisa Evans
Reading, PA
Janette Jolly
Reading, PA
Richard Blaha
Reading, PA

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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