Evan Joseph Hewitt

Employer firm

Compass Ion Advisors, LLC CRD 166418

$1.59B regulatory AUM 11 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Compass Ion Advisors, Llc

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2020-03-09
TX	RA	APPROVED	2020-03-09

PA RA
APPROVED

Since 2020-03-09
TX RA
APPROVED

Since 2020-03-09

Branch Locations

300 Conshohocken State Road Suite 230, Conshohocken, PA 19428 • United States

Bryn Mawr, PA • 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

Organization	City	State	From	To
Eastern University	St. Davids	PA	06/2016	04/2018
Compass Ion Advisors, Llc	Conshohocken	PA	03/2018	Present

06/2016 → 04/2018

Eastern University

St. Davids, PA
03/2018 → Present

Compass Ion Advisors, Llc

Conshohocken, PA

Other Businesses

NAME OF OBA: HEARTWOOD FOUNDATION; ADDRESS OF OBA: KING OF PRUSSIA, PA 19406; NATURE: EDUCATION NON-PROFIT; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: FOUNDER/DIRECTOR; DUTIES: DEVELOPING AND EXECUTING EDUCATION-RELATED PROJECTS AND OPPORTUNITIES; START DATE: 01/18/2024; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-02-19

S65 Uniform Investment Adviser Law Examination

2020-02-19

Designations

Certified Financial Planner

Other Names

Evan Hewitt

View on SEC IAPD