Jeremy Curtis Evans

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 08/2026
  Lpl Financial, Llc
  Seven Fields, PA
• 01/2017 → 08/2026
  Good Life Advisors, Llc
  Seven Fields, PA
• 08/2026 → Present
  Ameriprise Financial Services Llc
  Sharon, PA

Previous Registrations

• 2017-01-28 → 2026-08-14
  Good Life Advisors, Llc
  Seven Fields, PA
  Celebration, FL
• 2011-07-14 → 2015-12-22
  Pnc Wealth Management Llc
  Dubois, PA
  Canfield, OH
  Mercer, PA
  Grove City, PA
  Cranberry, PA
  Oil City, PA
  Franklin, PA
  Titusville, PA
  Clarion, PA
  Shippenville, PA
  Clarion, PA
  Punxsutawney, PA
  Clarion, PA
  Pittsburgh, PA
  Dubois, PA
  St. Marys, PA
  Ridgway, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-09-05
• S63 Uniform Securities Agent State Law Examination
  2007-03-02