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Dawn Noel Evans

Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Edward JonesAug 2021 to now
  2. Ameriprise Financials Services, IncMay 2018 to Aug 2021
  3. Transportation Safety ServicesMar 2018 to May 2018
  4. Pier 1Oct 2017 to Mar 2018
  5. UnemployedMar 2017 to Oct 2017
  6. Morgan Stanley Smith Barney LLCOct 2014 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 1 state (TX).

Edward Jones

Legal name: Edward D. Jones & Co., L.P.

$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
4375204
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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