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Jonathan Glen Evans

Columbia Management Investment Advisers, LLC

Boston, MA

Weston, FL

CRD 1264162

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Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2011-04-06
FL RA APPROVED 2010-07-27
  • PR RA
    APPROVED
    Since 2011-04-06
  • FL RA
    APPROVED
    Since 2010-07-27

Branch Locations

290 Congress Street, Boston, MA 02210 • United States

Weston, FL • 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
Seligman Advisors, Inc. New York NY 01/1995 Present
J. & W. Seligman & Co. Incorporated New York NY 01/2005 Present
Riversource Investments Minneapolis MN 11/2008 Present
  • 01/1995 → Present
    Seligman Advisors, Inc.
    New York, NY
  • 01/2005 → Present
    J. & W. Seligman & Co. Incorporated
    New York, NY
  • 11/2008 → Present
    Riversource Investments
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-17
S63 Uniform Securities Agent State Law Examination 1984-08-30
  • S65 Uniform Investment Adviser Law Examination
    2008-12-17
  • S63 Uniform Securities Agent State Law Examination
    1984-08-30
Other Names
  • Jonathan Glen Eichner

View on SEC IAPD

Nearby Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

Nearby Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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