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Jonathan Michael Evans

Foster Group, Inc.

West Des Moines, IA

CRD 5301061

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Employer firm

Foster Group, Inc. CRD 107148

$4.78B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Foster Group, Inc.

6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
SD RA APPROVED 2018-09-18
NE RA APPROVED 2018-03-07
IL RA APPROVED 2018-03-06
TX RA APPROVED 2018-03-06
IA RA APPROVED 2007-12-03
  • SD RA
    APPROVED
    Since 2018-09-18
  • NE RA
    APPROVED
    Since 2018-03-07
  • IL RA
    APPROVED
    Since 2018-03-06
  • TX RA
    APPROVED
    Since 2018-03-06
  • IA RA
    APPROVED
    Since 2007-12-03

Branch Locations

6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foster Group Inc West Des Moines IA 01/2012 08/2018
Foster Group Inc West Des Moines IA 09/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-29
  • S65 Uniform Investment Adviser Law Examination
    2007-11-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

DANIEL ALEXANDER ALLEN
JENNIE JEAN HENRY
PATRICK JOSEPH BYRNE

Nearby Offices

PRINCIPAL SECURITIES, INC. · West Des Moines, IA
COMMONWEALTH FINANCIAL NETWORK · West Des Moines, IA
PRINCIPAL SECURITIES, INC. · WEST DES MOINES, IA

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