Joseph Ray Evans

Current Employers

Employment History

• 04/2011 → 11/2017
  Allstate Insurance Company
  Orem, UT
• 04/2011 → 03/2026
  Ihc
  Salt Lake City, UT
• 04/2011 → 05/2018
  Banner Life
  Rockville, MD
• 08/2013 → Present
  Evans Insurance & Asset Management
  Orem, UT
• 09/2017 → 08/2023
  Ohio National
  Pleasant Grove, UT
• 08/2019 → 03/2026
  The O.N. Equity Sales Company
  Cincinnati, OH
• 08/2023 → 03/2026
  Columbus Life
  Pleasant Grove, UT
• 04/2026 → 06/2026
  Ele Advisory Services, Inc
  Southfield, MI
• 04/2026 → 06/2026
  Ele Wealth Solutions, Inc.
  Southfield, MI
• 06/2026 → Present
  Trajan Wealth Llc
  Scottsdale , AZ

Previous Registrations

• 2026-05-07 → 2026-06-28
  Ele Advisory Services, Inc
  Southfield, MI
  Pleasant Grove, UT
• 2011-04-18 → 2017-11-30
  Allstate Financial Advisors, Llc
  Orem, UT
• 2010-06-30 → 2011-03-31
  New England Securities
  Sandy, UT
• 2005-03-04 → 2010-06-02
  Mml Investors Services, Llc
  American Fork, UT
  Orem, UT
  Provo, UT
• 2001-03-21 → 2005-03-07
  Park Avenue Securities Llc
  Provo, UT

Other Businesses

1. Author, Cedar Fort Publishing; 2341 Frontage Rd, Springville, UT 84102; Non-investment Related. Started: 05/01/2010. Writing, book sales, signing, etc. 2. Insurance Agent, Evans Insurance & Asset Management. Sales of various insurance products and carriers. Located at . Start Date: ; approximately Hrs./Mo During Trading Hours. 3. Broker, IHC, located at 36 S State St, Salt Lake City, UT 84121; Non-investment Related; Health insurance sales; Started: 01/01/2000; receive trail compensation for past sales. 4. In capacity at Trajan, Joe will also act as an insurance agent selling fixed-indexed annuities. This will compromise approximately 30 hrs. per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-20
• S63 Uniform Securities Agent State Law Examination
  1993-07-09

Other Names

• Joe R Evans