Levi Cole Evans
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Edward JonesAug 2022 to now
- Park Avenue SecuritiesOct 2021 to Jul 2022
- Guardian Life Insurance (ashford Advisors)Oct 2020 to Jul 2022
- First Citizens National BankFeb 2020 to Apr 2020
- Northwestern Mutual Investment ServicesNov 2019 to Dec 2019
- Simply Done Catering & EventsSep 2019 to Sep 2020
- Helena Agri EnterprisesMay 2019 to Sep 2019
- A+ ParkingMar 2017 to Sep 2017
- University of MemphisAug 2016 to May 2020
- Wade Jackson Painting & RemodelingMay 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7203694
- Firm CRD
- 250