Jonathan Evans, CIMA

Focus
Jon’s process begins and ends with listening to his clients.

His goal is simple yet profound, to allow his clients to enjoy their wealth with confidence.  

Background and experience
Jon provides comprehensive family wealth management designed to help his clients build, manage, preserve and transition their wealth.  His approach is highly personalized providing independent, objective and unbiased advice tailored to the individual needs of his clients. 

This process encompasses the four cornerstones of wealth which include: Investments, Liability Management, Risk Management (Insurance), and Estate Planning strategies.   

For over 30 years, Jon has been proud to have his wealth management practice be part of the same firm, Wells Fargo Advisors. 

In January of 2003 Jon earned the professional designation of Certified Investment Management Analyst® (CIMA®) from the University of Pennsylvania’s Wharton School of Business in conjunction with the Investment Management Consultants Association (IMCA). 

From 2011-2026, Jon has been among a select group of Financial Advisors to earn the distinction of Platinum Council member* with Wells Fargo Advisors. 

Away from the office
Jon spends his free time with his family.  He enjoys staying active and has successfully completed the Chicago Marathon twice.

 

*2024-2026: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. 2011-2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.