Jonathan G. Evans

COLUMBIA MANAGEMENT INVESTMENT ADVISERS

Weston, FL

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CRD#: 1264162

Professional summary

Jonathan Glen Evans, who also goes by Jonathan Glen Eichner, is a registered financial advisor currently at COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC located in Weston, Florida and COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. located in Boston, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Glen Eichner

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Glen Evans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2010 - Present

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

Weston, FL

Current

January 29, 1995 - Present

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

Office #1: 290 Congress St, Boston, MA 02210

CRD#: 840

Boston, MA

Past

June 3, 1994 - January 25, 1995

NORTHSTAR DISTRIBUTORS, INC.

CRD#: 20863

STAMFORD, CT

Past

June 8, 1990 - December 20, 1993

NSR DISTRIBUTORS, INC.

CRD#: 20271

ENFIELD, CT

Past

February 15, 1988 - May 29, 1990

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 23, 1987 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

August 21, 1984 - December 11, 1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD#: 108257 / SEC#: 801-25943

RIA

Registered Investment Advisory firm - (12/20/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(2/3/1995)

IAR

Florida
(7/27/2010)

Puerto Rico
(8/13/1997)

IAR

Puerto Rico
(4/6/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/1984

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

CRD#: 108257 / SEC#: 801-25943

RIA

Registered Investment Advisory firm - (12/20/1985 Approved)

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Contact information

Main Address

290 Congress Street, Boston, MA 02210

Mailing Address

Phone number

(800) 225-2365

Established

Firm type

Fiscal year end

# of Employees

910

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CMIA LLC PART 2A (5-28-2025) (5/28/2025)

Regulatory assets under management

Total Number of Accounts	6,061
AUM (Assets Under Management)	$ 457,482,709,435

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/28/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan G. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Glen Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

NORTHSTAR DISTRIBUTORS, INC.

NSR DISTRIBUTORS, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2008

Series 63

Date: 8/30/1984

SIE

Date: 10/1/2018

Series 7

Date: 8/18/1984

FINRA

Current Firm

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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