Matthew Cole Evans
Investment adviser representative at Accuvest Global Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$630.5MFirm assets
18 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Accuvest Global Advisors, Inc.Aug 2025 to now
- J.P. Morgan Securities LLCApr 2023 to Aug 2025
- JPMorgan Chase Bank, N.A.Apr 2023 to Aug 2025
- UnemployedFeb 2023 to Mar 2023
- Morgan StanleyJun 2022 to Jan 2023
- Wells Fargo BankJul 2021 to Jul 2022
- Wells Fargo Clearing ServicesJul 2021 to Jul 2022
- Fidelity InvestmentsJan 2020 to Jun 2021
- Utah Community Credit UnionMar 2019 to Jan 2020
- Zions BancorporationAug 2018 to Mar 2019
- Upwell HealthMay 2018 to Jul 2018
- NozaniApr 2018 to May 2018
- Fba Stores LLCJan 2018 to Apr 2018
- New Star CommunicationsOct 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Accuvest Global Advisors, Inc.
$630.5MAssets managed
65Clients
5Advisers
18 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
- 7220042
- Firm CRD
- 134096