Joshua David Evans
Investment Adviser Representative at Convergence Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua David Evans is an investment adviser representative with Convergence Financial in Kansas City, MO, where they have been registered since 2023. They have worked in the securities industry since 2020 and have been registered with 3 firms, including LPL Financial LLC and Waddell & REED. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri and Texas.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
- Broker:
3 states and territories
Florida, Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Hy-veeMay 2014 – May 2017Independence, MO
- BEST BUYMay 2017 – Aug 2018Independence, MO
- State Street BANK AND TrustAug 2018 – May 2019Kansas City, MO
- Alexander's Renovations LLCNov 2018 – Feb 2019Kansas City, MO
- Waddell & REEDMay 2019 – Jul 2020Independence, MO
- Waddell & REEDJul 2020 – Jul 2021Independence, MO
- LPL Financial LLCJul 2021 – no end date reportedBlue Springs, MO
- Convergence Financial, LLCMay 2023 – no end date reportedColumbia, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Convergence Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Convergence Financial offers retirement planning, financial planning, estate planning, investment management, insurance, and annuities.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Columbia, MO
- SEC file number:
- 801-116738
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Convergence Financial
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua David Evans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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