John Dows Evans

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-06-28
OH	RA	APPROVED	2022-06-01

Branch Locations

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

Organization	City	State	From	To
Goldman, Sachs & Co.	New York	NY	07/2011	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pepper Pike	OH	02/2022	Present
Clearstead Advisors	Cleveland	OH	02/2017	02/2022
Bank Of America, N.A.	Pepper Pike	OH	03/2022	Present

07/2011 → 02/2017

Goldman, Sachs & Co.

New York, NY
02/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pepper Pike, OH
02/2017 → 02/2022

Clearstead Advisors

Cleveland, OH
03/2022 → Present

Bank Of America, N.A.

Pepper Pike, OH

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-04-22
S66	Uniform Combined State Law Examination	2011-09-28

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