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Evan M Welker

Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered 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.

  1. Edward JonesJun 2026 to now
  2. Compana Pet BrandsJun 2025 to May 2026
  3. HyveeAug 2024 to Apr 2025
  4. Compana Pet BrandsMay 2024 to Jul 2024
  5. New Melle Sports and RecMay 2023 to Aug 2024
  6. Seoul TacoSep 2022 to Dec 2023
  7. Sunset Country ClubMay 2022 to Aug 2022
  8. University of MissouriAug 2021 to May 2025
  9. InstacartMay 2021 to Aug 2021
  10. Dierbergs MarketsMar 2020 to Feb 2021
  11. UnemployedJan 2015 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8245295
Firm CRD
250
Advisor's SEC record (opens in a new tab)
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