Matthew Joseph Evans
Investment adviser representative at Vestgen Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.7BFirm assets
Are you Matthew Joseph 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
- Pension consulting
Experience
10 years in the industry.
- Vestgen Advisors, LLCOct 2024 to now
- Private Client ServicesOct 2024 to now
- Fountain Wealth ManagementMay 2021 to now
- Mohns & Haller Inc.May 2017 to now
- Raymond James Financial Services Advisors Inc.Jun 2017 to Oct 2024
- Raymond James Financial Services,incJun 2017 to Oct 2024
- Barth Financial Advisors, LLCApr 2016 to Jun 2017
- Barthcalderon, LLPMar 2016 to Jun 2017
- Bentley Financial & Insurance Services, Inc.Mar 2016 to May 2017
- Crown Capital Securities, L.P.Mar 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 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
- 5762799
- Firm CRD
- 318657