Jonathan Evans

Managing Director

We found the following information about Jonathan Evans at Upstream Investment Partners, LLC, where Jonathan Evans has worked as a Vice President of Investments/ Branch Director since 2012. Jonathan's total work experience is over 15 years, during which time Jonathan had at least four jobs at different companies to develop skills. Jonathan studied at the Albion College from 1992 to 1996. Currently, Jonathan is located in Cottonwood Heights, Utah. You can contact with Jonathan by looking for phone or email address or get full information by requesting access to the person's further details from us.
Name variants:
Jon Evans, Jonny Evans
Last updated May 28, 2024

Contact Information

Last Update
Jul 11, 2022
Email
jo**@ampf.com
Location
Cottonwood Heights, UT

Workplace

UPSTREAM Investment Partners, LLC
Vice President of Investments/ Branch Director

Industry

Financial Services

Work History

Vice President of Investments/ Branch Director

Greater Salt Lake City Area
Provide Investment advice to clients on the areas of Retirement Planning and Investing; with a focus on helping the soon to be or newly retired individual create a reliable stream of income ...
from Apr 2012

Branch Manager

Aug 2009 — Apr 2012

Branch Manager

Jan 2000 — Aug 2009

Financial Advisor

Okemos, MI
May 1996 — Dec 1999

Education

1992 — 1996

Occupations

Executive
Chief Executive Officer
Vice President
Director
Accountant
Finance and Accounting Specialist
Marketer
Branch Manager
Corporate Executive
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Field Marketing Specialist
Marketing Manager

Skills

Strategic Financial Planning
Financial Advisory
Retirement
Asset Allocation
Investment Strategies
Financial Planning
Securities
Mutual Funds
401K
Estate Planning
Portfolio Management
Insurance
Saving For Education
Fixed Annuities
Bonds
Alternative Investments
Financial Planners
Long Term Care
Options
Asset Managment
Equities
Iras

FAQs about Jonathan Evans

What is the profession of Jonathan Evans?

This professional's job is Managing Director

What are the main profession of Jonathan Evans?

These person's professions are Executive and Chief Executive Officer

Where is Jonathan Evans currently located?

The professional is currently located in Cottonwood Heights, Utah.

What is the expert's email?

Jonathan's email is jo**@ampf.com.

Where did Jonathan Evans work?

Jonathan Evans worked at Upstream Investment Partners, LLC, Ameriprise Financial Services, Inc..

Does Jonathan Evans have personal webpage or blog?

This professional`s website is http://www.upstreamip.com/Jonathan-E--Evans.e443511.htm.

What education does Jonathan Evans have?

Jonathan studied at the Albion College from 1992 to 1996.

What languages does Jonathan Evans speak?

Jonathan Evans speaks English.
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