John Bryant Evans

Employer firm

Cozad Asset Management Inc CRD 104764

$2.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Cozad Asset Management Inc
  Champaign, IL
• 08/2009 → 09/2021
  M Holdings Securities, Inc.
  Portland, OR

Previous Registrations

• 2004-01-16 → 2008-12-31
  Physician Advisory Resources,Llc
  Champaign, IL

Other Businesses

1) CHAMPAIGN COUNTY TABLE TENNIS CLUB; PRESIDENT; NOT SECURITIES-RELATED; 8 HOURS/MO; 0 HOURS/MO DURING BUSINESS HOURS; OWNERSHIP, PROFITS 2) LICENSED INSURANCE PROFESSIONAL; 1/1/2002; FIXED INSURANCE PRODUCTS; NOT INVESTMENT RELATED; 4 HOURS/MONTH; 4 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS

Exams

• S66 Uniform Combined State Law Examination
  2001-11-28

Other Names

• John Bryant Evans