Evan T Courtney
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesAug 2024 to now
- Tutoringez LLCMar 2023 to now
- Ashley FurnitureJan 2023 to Apr 2023
- AmazonOct 2022 to Dec 2022
- EssSep 2022 to Nov 2022
- Hickory TavernJun 2022 to Oct 2022
- Matt Morvin RemodelingJul 2021 to May 2022
- Delaware State UniversityAug 2020 to May 2021
- Pro Cut Concrete CuttingJun 2020 to Aug 2020
- Golds GymJan 2020 to Mar 2020
- GeodisSep 2019 to Dec 2019
- Test Football AcademyMay 2019 to Aug 2019
- Shippensburg UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7962289
- Firm CRD
- 250