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Joann Russo Donangelo

Evanson Financial, LLC Dba Evanson Asset Management

Reedsport, OR

Mclean, VA

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Current Employers
Evanson Financial, Llc Dba Evanson Asset Management

Mclean, VA • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-10
TX RA APPROVED 2026-04-28
  • OR RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED
    Since 2026-04-28

Branch Locations

Reedsport, OR • United States

Mclean, VA • 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
Evanson Asset Management, Llc Monterey CA 03/2019 03/2026
Evanson Asset Management, Llc Carmel CA 09/2014 03/2026
Evanson Financial, Llc Mclean VA 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-11
S63 Uniform Securities Agent State Law Examination 2013-11-21
  • S65 Uniform Investment Adviser Law Examination
    2018-09-11
  • S63 Uniform Securities Agent State Law Examination
    2013-11-21
Other Names
  • Josephine Ann Russo
  • Joann Russo

View on SEC IAPD

More in Reedsport, OR

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