Brett Jordan Schumbacker
Investment adviser representative at Evertern Wealth, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm assets
Under 1 yearFirm 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 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.
- Evertern Wealth, LLCApr 2026 to now
- UBS Financial Services Inc.Sep 2018 to Apr 2026
- Fortified FundingJun 2018 to Aug 2018
- Fsu Athletic DepartmentSep 2017 to May 2018
- Evans Economic ConsultingMar 2017 to Sep 2017
- Florida State UniversityJun 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Evertern Wealth, LLC
$1.6BAssets managed
233Clients
5Advisers
Under 1 yearIn 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
- 7013541
- Firm CRD
- 340830