Jane W. Evelyn

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CRD#: 2525425

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.

Jane Wyeth Evelyn, CFP® was a registered financial professional .

Jane is a previously registered financial professional and started their career in finance in 1994. Jane had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Employee and Employer Plan Ben...

Estate Planning

Do you have an area of expertise or specialization?

Business Owners

Hourly

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

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®

CFP^®

Certified Financial Planner

Start date: 1997

Experience

Past

April 12, 2016 - March 18, 2025

BECK BODE LLC

RIA

CRD#: 282611

DEDHAM, MA

Past

January 22, 2015 - May 19, 2016

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

DEDHAM, MA

Past

May 27, 2004 - December 20, 2016

DOVER HILLS FINANCIAL

RIA

CRD#: 128648

DOVER, MA

Past

April 3, 1998 - December 19, 2003

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

NEWARK, DE

Past

October 4, 1994 - December 19, 2003

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

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".

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 Approved)

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.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/9/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/14/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BECK BODE LLC

CRD#: 282611 / SEC#: 801-107188

RIA

Registered Investment Advisory firm - (1/27/2016 Approved)

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Contact information

Main Address

858 Washington Street Suite 100, Dedham, MA 02026

Mailing Address

Phone number

(617) 209-2224

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BECK BODE LLC PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,544
AUM (Assets Under Management)	$ 615,926,726

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.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Jane W. Evelyn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRIVATE ADVISOR GROUP, LLC

DOVER HILLS FINANCIAL

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

BECK BODE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/1994

Series 63

Date: 9/14/1994

Series 7

Date: 9/9/1997

Series 6

Date: 9/14/1994

Current Firm

BECK BODE LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BECK BODE LLC

TRUST BUT VERIFY

Contact information

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