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EJ

Evan C. Jones

Some features on this profile are disabled
CRD#: 5000167
EJ

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.

Evan Clyde Jones, CFP® was a registered financial professional .

Evan is a previously registered financial professional and started their career in finance in 2005. Evan had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 55 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®
CFP®

Certified Financial Planner

Experience

Past

July 3, 2017 - June 27, 2018

STORDAHL CAPITAL MANAGEMENT, INC.

RIA
CRD#: 287916
Greenwood Village, CO
Past

June 13, 2017 - June 14, 2017

STORDAHL CAPITAL MANAGEMENT, INC.

RIA
CRD#: 287916
Greenwood Village, CO
Past

October 2, 2015 - July 5, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
GREENWOOD VILLAGE, CO
Past

September 11, 2015 - July 5, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
GREENWOOD VILLAGE, CO
Past

September 11, 2009 - December 31, 2009

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
ENGLEWOOD, CO
Past

May 10, 2007 - September 14, 2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
AUSTIN, TX
Past

August 18, 2005 - September 1, 2006

KERSHNER TRADING GROUP, LLC

BD
CRD#: 16908
AUSTIN, TX

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".
STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT | STORDAHL CAPITAL MANAGEMENT, INC.

CRD#: 287916 / SEC#: 801-110611

RIA
Registered Investment Advisory firm - (6/13/2017 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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/2/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/13/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/5/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 55
Date: 10/20/2005
Limited Representative-Equity Trader Exam

Current Firm

STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT, INC.
STORDAHL CAPITAL MANAGEMENT | STORDAHL CAPITAL MANAGEMENT, INC.

CRD#: 287916 / SEC#: 801-110611

RIA
Registered Investment Advisory firm - (6/13/2017 Approved)
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Contact information

Main Address
8400 East Crescent Parkway Suite 420, Greenwood Village, CO 80111
Mailing Address
Phone number
(303) 770-0602
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/16/2025)

Regulatory assets under management

Total Number of Accounts985
AUM (Assets Under Management)$ 612,199,956

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

STORDAHL CAPITAL MANAGEMENT, INC.

STORDAHL CAPITAL MANAGEMENT, INC.

CRD#: 287916

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