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Jeffrey William Evans

ECM ADVISORS INC·ERIE, Pennsylvania
Unclaimed Profile
4740 PEACH STREET, ERIE, PA 16509CRD# 202975Firm CRD# 110795
01

About

Jeffrey William Evans is a registered financial advisor based in ERIE, Pennsylvania, affiliated with ECM ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ECM ADVISORS INC
ECM ADVISORS INC
AUM
$141M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ECM ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN FEES AND TRAILS
Regulatory
SEC/IARD CRD# 202975
Firm CRD# 110795
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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