Jeffrey Daniel Evans
Investment adviser representative at Greenwich Advisors, LLC
12 yearsExperience
3 statesRegistered in
$293.2MFirm assets
2 yearsFirm in business
Are you Jeffrey Daniel Evans? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Greenwich Advisors, LLCDec 2017 to now
- Coventure, LLCJul 2014 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (CA, CT, NY).
Greenwich Advisors, LLC
$293.2MAssets managed
72Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1450880
- Firm CRD
- 165892