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Matthew Joseph Evans

Investment Adviser Representative at VESTGEN ADVISORS, LLC

Naperville, ILCRD #5762799Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
2 states
Exams Passed
3

Professional summary

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

Matthew Joseph Evans has worked in the securities industry since 2010. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Illinois and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
IllinoisTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/28/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/20/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

Vestgen Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

VESTGEN ADVISORS, LLCCurrent
10/14/2024 – Naperville, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
6/12/2017 – 10/18/2024Naperville, IL
SECURA FINANCIAL
4/6/2016 – 12/18/2019Orange, CA
CROWN CAPITAL SECURITIES, L.P.
3/21/2016 – 6/23/2017Orange, CA
MINISTRY PARTNERS SECURITIES, LLC
6/30/2015 – 3/15/2016Brea, CA
AXA ADVISORS, LLC
5/11/2011 – 6/25/2015Irvine, CA
SECURIAN FINANCIAL SERVICES, INC.
6/9/2010 – 3/4/2011Bannockburn, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at VESTGEN ADVISORS, LLC

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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. Matthew Joseph 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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Matthew Joseph Evans - Financial Advisor in Naperville, IL | AdvisorFinder