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Jeffrey William Evans

ECM ADVISORS INC·ERIE, Pennsylvania
SIE, Series 1, Series 7TO, Series 24, Series 63CFPClean record35 years registeredECM ADVISORS INC
4740 PEACH STREET, ERIE, PA 16509CRD# 202975Firm CRD# 110795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey William Evans · ERIE, PA
Registration
CRD #202975 · ECM ADVISORS INC · 35 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Oct 2017 – present
NORTHWEST ADVISORS, INC.
Feb 2014 – Dec 2018
ERIE, PA
ECM ADVISORS INC
Aug 1991 – Dec 2014
ERIE, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7TO
Series 24
Series 63
Registration record
First registered · August 9, 1991
Years registered · 35
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ECM ADVISORS INC
CRD 110795 · SEC 801-23610
AUM
$141M
Regulatory assets under management
Employees
4
370 client accounts
Services offered by ECM ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ECM ADVISORS INC →
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05

Frequently Asked Questions

What services does Jeffrey William Evans offer?
Jeffrey William Evans specializes in Financial Planning, Investment Management. Contact their office in ERIE, Pennsylvania for a consultation.
What are Jeffrey William Evans's credentials?
Jeffrey William Evans holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey William Evans located?
Jeffrey William Evans is based in ERIE, Pennsylvania, working with ECM ADVISORS INC. Their office serves clients in the ERIE metropolitan area and surrounding communities.
How does Jeffrey William Evans charge for services?
Jeffrey William Evans's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan fees and trails. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECM ADVISORS INC?
ECM ADVISORS INC has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Arthur Anthony Laneve
ERIE, PA

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