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Laura Jean Kelly

Evanson Financial, LLC Dba Evanson Asset Management

Santa Cruz, CA

Mclean, VA

CRD 5321371

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Employer firm

Evanson Financial, LLC Dba Evanson Asset Management CRD 340506

$5.85B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Evanson Financial, Llc Dba Evanson Asset Management

Mclean, VA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-28
TX RA APPROVED 2026-04-28
  • CA RA
    APPROVED
    Since 2026-04-28
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

Santa Cruz, CA • United States

Mclean, VA • 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
Evanson Asset Management, Llc Carmel CA 09/2013 03/2026
Evanson Financial, Llc Mclean VA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-28
  • S65 Uniform Investment Adviser Law Examination
    2006-06-28
Designations
  • Certified Financial Planner
Other Names
  • Laura Kelly

View on SEC IAPD

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