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Matthew Cole Evans

Accuvest Global Advisors, Inc.

Provo, UT

CRD 7220042

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Employer firm

Accuvest Global Advisors, Inc. CRD 134096

$630M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Selection of other advisers
  • RESEARCH & CONSULTING FOR OTHER ADVISERS

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

Current Employers
Accuvest Global Advisors, Inc.

3575 N. 100 E. Suite 350, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-28
  • UT RA
    APPROVED
    Since 2026-05-28

Branch Locations

3575 N. 100 E. Suite 350, Provo, UT 84604 • 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
Utah Community Credit Union Provo UT 03/2019 01/2020
Fidelity Investments American Fork UT 01/2020 06/2021
Zions Bancorporation Orem UT 08/2018 03/2019
Upwell Health Orem UT 05/2018 07/2018
Fba Stores Llc Lindon UT 01/2018 04/2018
New Star Communications Lindon UT 10/2015 12/2017
Wells Fargo Clearing Services Salt Lake City UT 07/2021 07/2022
Wells Fargo Bank Salt Lake City UT 07/2021 07/2022
Morgan Stanley South Jordan UT 06/2022 01/2023
J.P. Morgan Securities Llc Orem UT 04/2023 08/2025
Jpmorgan Chase Bank, N.A. Orem UT 04/2023 08/2025
Nozani Lindon UT 04/2018 05/2018
Unemployed Lindon UT 02/2023 03/2023
Accuvest Global Advisors, Inc Provo UT 08/2025 Present
  • 03/2019 → 01/2020
    Utah Community Credit Union
    Provo, UT
  • 01/2020 → 06/2021
    Fidelity Investments
    American Fork, UT
  • 08/2018 → 03/2019
    Zions Bancorporation
    Orem, UT
  • 05/2018 → 07/2018
    Upwell Health
    Orem, UT
  • 01/2018 → 04/2018
    Fba Stores Llc
    Lindon, UT
  • 10/2015 → 12/2017
    New Star Communications
    Lindon, UT
  • 07/2021 → 07/2022
    Wells Fargo Clearing Services
    Salt Lake City, UT
  • 07/2021 → 07/2022
    Wells Fargo Bank
    Salt Lake City, UT
  • 06/2022 → 01/2023
    Morgan Stanley
    South Jordan, UT
  • 04/2023 → 08/2025
    J.P. Morgan Securities Llc
    Orem, UT
  • 04/2023 → 08/2025
    Jpmorgan Chase Bank, N.A.
    Orem, UT
  • 04/2018 → 05/2018
    Nozani
    Lindon, UT
  • 02/2023 → 03/2023
    Unemployed
    Lindon, UT
  • 08/2025 → Present
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-27
S63 Uniform Securities Agent State Law Examination 2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-05-27
  • S63 Uniform Securities Agent State Law Examination
    2020-08-14
Other Names
  • Cole Evans
  • Matthew Cole Evans
  • Matthew Evans
  • Matthew C Evans

View on SEC IAPD

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