AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JE

James B. Evans

Some features on this profile are disabled
CRD#: 202952
JE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Butler Evans was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1971. James had worked at 9 firms and has passed the Series 63, Series 5, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 5, 1986 - June 3, 1987

NIES/BRAUER SECURITIES, INC.

BD
CRD#: 6707
Past

September 10, 1984 - January 29, 1986

MERRICO INVESTMENTS CORPORATION

BD
CRD#: 8462
Past

October 27, 1983 - August 28, 1984

ACUMENT SECURITIES, INC.

BD
CRD#: 7661
Past

January 19, 1983 - August 10, 1983

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

December 23, 1980 - February 4, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

March 20, 1979 - January 3, 1981

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580
Past

October 17, 1974 - April 18, 1979

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 719
Past

January 30, 1973 - November 23, 1974

STONE & WEBSTER SECURITIES CORPORATION

BD
CRD#: 794
Past

June 1, 1971 - April 2, 1973

J. E. HINTON & CO., INC.

BD
CRD#: 4390

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/17/1980
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 1
Date: 5/22/1971
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/21/1983
General Securities Principal Examination

Current Firm


NS
NIES/BRAUER SECURITIES, INC.
NIES FINANCIAL CORPORATION | NIES/BRAUER SECURITIES, INC.

CRD#: 6707 / SEC#: , 8-17988

BD
Terminated by FINRA on 06/19/1987
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/07/1974
Firm type
Corporation
Fiscal year end
# of Employees

Documents


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.

Company Information


NIES/BRAUER SECURITIES, INC.

CRD#: 6707

TRUST BUT VERIFY

Monitor James Evans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics