Jonathan
Mcevoy
Avantax Advisory Services
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About this Advisor
Jonathan Mcevoy is a financial advisor working out of Houston, Texas who has 29 years of relevant experience. Mcevoy is on the advisory team at Avantax Advisory Services. Their career trajectory has included roles at Mcevoy & Co., A Professional Corporation, Avantax Investment Services, Inc, Avantax Advisory Services, Pmb Helin Donovan, LLC, Cherry Bekaert Llp and Mcevoy Minerals LLC. Mcevoy maintains a Series 63 license, qualifying them as a securities broker, and is approved to operate in Texas. Avantax Advisory Services is a business operating out of Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It has $31 billion in assets among its 123,393 accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees billed by Avantax Advisory Services can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Mcevoy Work History
Jonathan has been registered as a financial advisor for 29 years.*
Cherry Bekaert Llp
Mcevoy Minerals LLC
Avantax Advisory Services
Avantax Investment Services, Inc
Mcevoy & Co., A Professional Corporation
Pmb Helin Donovan, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Mcevoy 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 Avantax Advisory Services
Irving, TX
Mccordsville, IN
Irving, TX
Melville, NY
Lansdale, PA
Ann Arbor, MI
Gadsden, AL
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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