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JL

Justin Lloyd Evans

Investment Adviser Representative at Evans Capital Management Associates

Bellevue, WACRD #8321678Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Justin Lloyd Evans is an investment adviser representative with Evans Capital Management Associates in Bellevue, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Office

3535 Factoria Blvd Se, Suite 120
Bellevue, WA 98006

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/15/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Evans Capital Management AssociatesCurrent
7/30/2026 – Bellevue, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Evans Capital Management Associates
    May 2026 – no end date reportedBellevue, WA
  2. Mahaffey Enterprises, Inc.
    Mar 2023 – May 2026Kennewick, WA
  3. Pahlisch Homes
    Oct 2020 – Mar 2023Bend, OR
  4. McKinstry
    Jul 2020 – Oct 2020Pasco, WA
  5. Wood, PLC
    Nov 2019 – Jul 2020Hermiston, OR
  6. Apollo Mechanical
    Aug 2017 – Nov 2019Kennewick, WA
  7. Chicago Bridge & Iron
    May 2013 – Aug 2017Baton Rouge, LA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Evans Capital Management Associates

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
Firm account minimum
$100,000 (waivable)
Firm's annual rate schedule by assets
  • $0 to $500,0002.00%
  • $500,001 to $1,000,0001.50%
  • $1,000,001 to $2,000,0001.00%
  • Over $2,000,0000.50%

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

Employee benefits, property & casualty insurance, Medicare supplements, travel insurance, long-term care insurance, and dental insurance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Employee BenefitsProperty & Casualty InsuranceMedicare SupplementsTravel InsuranceLong-term Care InsuranceDental InsurancePacific NorthwestBoutique Family Brokerage

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Bellevue, WA
SEC file number:
801-111918

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 25, 2026

View full firm profile

Other advisors at Evans Capital Management Associates

3 other advisors in the directory

View Evans Capital Management Associates firm profile

Similar advisors in Bellevue, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin Lloyd 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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