Evan B Pockette
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 JonesJun 2026 to now
- Charles River AquaticsOct 2025 to Apr 2026
- Tss Wealth ManagementMay 2025 to Aug 2025
- Bentley UniversityJan 2025 to May 2026
- Vermont State UniversityJan 2023 to Dec 2024
- Grace ExcavatingSep 2022 to Nov 2022
- Rutland RecreationMay 2020 to Oct 2025
- Rutland Country ClubOct 2018 to Oct 2019
- Rutland High SchoolAug 2017 to Jun 2021
- Rutland Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 8252531
- Firm CRD
- 250