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Alayjah Denise Evans

Investment adviser representative at Wealthspire Advisors
12 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 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. Wealthspire AdvisorsJul 2026 to now
  2. J.P. Morgan Securities LLCJul 2024 to Jul 2026
  3. JPMorgan Chase Bank, N.A.Jul 2024 to Jul 2026
  4. Wealthspire AdvisorsJun 2023 to Aug 2023
  5. Creative Financial StaffingDec 2022 to Jun 2024
  6. Kohl's, IncNov 2022 to Jan 2023
  7. Yale New Haven HealthJun 2022 to Jun 2024
  8. Crossroads PizzaJun 2021 to Jul 2022
  9. Jersey Mikes SubsNov 2020 to May 2021
  10. Fairfield UniversitySep 2020 to Jun 2024
  11. UnemployedJul 2020 to Aug 2020
  12. Cohen and WolfSep 2019 to Jun 2020
  13. UnemployedJul 2014 to Aug 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

Wealthspire Advisors

Legal name: Wealthspire Advisors LLC

$34.3BAssets managed
9,973Clients
225Advisers
31 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
7953971
Firm CRD
106181
Advisor's SEC record (opens in a new tab)
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