Joseph R. Evans
Professional summary
Joseph Ray Evans, who also goes by Joe R Evans, is a registered financial professional currently at FBL MARKETING SERVICES, LLC located in Sandy, Utah.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 1993. Joseph has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Joseph Ray Evans's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 16, 2026 - Present
FBL MARKETING SERVICES, LLC
Office #1: 9865 S State St, Sandy, UT 84070June 29, 2026 - August 21, 2026
TRAJAN WEALTH, L.L.C.
June 3, 2026 - June 28, 2026
ELE WEALTH SOLUTIONS, INC.
May 7, 2026 - June 28, 2026
ELE ADVISORY SERVICES, INC
September 11, 2019 - September 7, 2022
THE O.N. EQUITY SALES COMPANY
April 18, 2011 - November 30, 2017
ALLSTATE FINANCIAL ADVISORS, LLC
April 15, 2011 - November 30, 2017
ALLSTATE FINANCIAL SERVICES, LLC
June 30, 2010 - March 31, 2011
NEW ENGLAND SECURITIES
June 22, 2010 - March 31, 2011
NEW ENGLAND SECURITIES
March 4, 2005 - June 2, 2010
MML INVESTORS SERVICES, LLC
March 2, 2005 - June 2, 2010
MML INVESTORS SERVICES, LLC
March 21, 2001 - March 7, 2005
PARK AVENUE SECURITIES LLC
May 3, 1999 - March 7, 2005
PARK AVENUE SECURITIES LLC
April 16, 1996 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
July 22, 1993 - April 9, 1996
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 6
Passed: 7/21/1993
FINRA
Current Firm
FBL MARKETING SERVICES, LLC
CRD#: 5309 / SEC#: , 8-15855
Contact information
FINRA licenses (43 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FBL FINANCIAL GROUP, INC | OWNER | |
| GLEASON, MATHEW EVERETTE | PRESIDENT | 6434929 |
| MAY, CLINT JAMES | VICE PRESIDENT ASSISTANT GENERAL COUNSEL | 4129595 |
| MCGONEGLE, JULIE MARIE | FINANCIAL SERVICES ADMINISTRATION VICE PRESIDENT | 2188891 |
| MORGAN, JENNIFER LEA | CHIEF COMPLIANCE OFFICER & ASST. SECRETARY | 2550729 |
| NELSON, JAMES ARTHUR | MANAGER LIFE ACCOUNTING AND FINOP | 4640561 |
| O'TOOL, MICHAEL DEAN | DIRECTOR COMPLIANCE | 2570040 |
| SEIBEL, DONALD JOSEPH | TREASURER | 6140054 |
| SHRYACK, CHRISTOPHER THOMAS | VICE PRESIDENT LIFE SALES | 2105590 |
| ST CLAIR, KARI LOUISE | DIRECTOR, MARKETING SVCS & FIELD SUPPORT | 3168561 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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