John Evans has been Shareholder of Truepoint since January 2007, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Truepoint, Inc. is a Cincinnati, OH firm with $6.39B under management, 1,934 clients and 37 advisers across 4 offices, as of its August 2026 filing.
Investment adviser representative registrations
John Evans is registered as an investment adviser representative in Ohio, since March 2021.
- OhioSince 15 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1998 |
- Name
- Uniform Securities Agent State Law Examination
- Full name
- John Stewart Evans
- CRD
- 3153521
- Firm
- Truepoint · CRD 105664
- Role
- Shareholder
- Office
- 9999 Carver Road, Suite 200, Cincinnati, OH 45242
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does John Evans work?
John Evans has been Shareholder of Truepoint, Inc. since January 2007.
Is John Evans a financial advisor?
Yes. John Evans has a current investment-adviser registration in Ohio, through Truepoint since March 2021.
How many years of experience does John Evans have?
John Evans has 5 years in the financial industry, since March 2021, across 1 adviser firm.
What exams has John Evans passed?
John Evans passed the Series 63 in October 1998.
Where is John Evans based?
John Evans’ registered office is in Cincinnati, OH.
Is John Evans registered with FINRA?
No. John Evans has no current broker registration.
How can I verify John Evans’ record?
Search CRD 3153521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Evans’ full registration record.
