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Jesse Davis Eves

Eves&Haines Wealth Management

Greeley, CO

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Current Employers
Eves&Haines Wealth Management

4627 W. 20Th St Rd Suite B, Greeley, CO 80634 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-05
  • CO RA
    APPROVED
    Since 2026-01-05

Branch Locations

4627 W. 20Th St Rd Suite B, Greeley, CO 80634 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eves&Haines Wealth Management Greeley CO 04/2014 Present
Other Businesses

50% OWNER OF EVES&HAINES WEALTH MANAGEMENT GROUP, INC., THE SISTER COMPANY OF EVES&HAINES WEALTH MANAGEMENT, INC. THE COMPANY IS NOT INVESTMENT RELATED AND IS A BROKER FOR LIFE INSURANCE AND FIXED/INDEXED ANNUITIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-20
  • S65 Uniform Investment Adviser Law Examination
    2014-06-20

View on SEC IAPD

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