Evan Weibel

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 05/2015 → 07/2023
  Invesco Advisers, Inc.
  Atlanta, GA
• 07/2023 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2015-05-18 → 2023-07-26
  Invesco Advisers, Inc.
  Houston, TX
  Atlanta, GA
  Cypress, TX
• 2014-07-08 → 2015-05-14
  Ameriprise Financial Services, Llc
  Thibodaux, LA
  Prairieville, LA

Exams

• S66 Uniform Combined State Law Examination
  2014-06-09

Designations

• Certified Financial Planner

Other Names

• Evan Robert Weibel