Joshua Evans has been an investment adviser representative at Convergence Financial since May 2023, and is not listed among the firm’s executive officers or direct owners.
Convergence Financial, LLC is a Columbia, MO firm with $904M under management, 2,714 clients and 13 advisers across 15 offices, as of its September 2026 filing.
Joshua D. Evans is Owner and Wealth Advisor of Telos Strategic Wealth, which offers investment advice through Convergence Financial, LLC. He founded Telos Strategic Wealth to help professionals and pre-retirees make financial decisions aligned with their goals and values. His career began with an internship at State Street Bank, and he later managed client assets at an advisory firm.
Joshua Evans’ longest registration is the current one, 3 years at Convergence Financial since 2023. Before joining Convergence Financial in 2023, Joshua Evans was registered through LPL Financial LLC and Waddell & Reed.
- Convergence FinancialCurrent– present · 3 yearsKansas City, MO · Adviser representative · Firm CRD 304146
- LPL Financial LLC– · 1 yearBlue Springs, MO · Adviser representative · Firm CRD 6413
- Waddell & Reed– · under a yearBlue Springs, MO · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Joshua Evans is registered as an investment adviser representative in 2 states. Each was approved in May 2023.
- MissouriSince 12 May 2023
- TexasSince 12 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 December 2020 |
| Series 7TO | General Securities Representative Examination | 15 November 2020 |
| SIE | Securities Industry Essentials Examination | 13 September 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joshua David Evans
- CRD
- 7139177
- Firm
- Convergence Financial · CRD 304146
- Office
- 4700 Belleview Ave, Ste 201, Kansas City, MO 64112
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- telosstrategicwealth.com
Where does Joshua Evans work?
Joshua Evans is an investment adviser representative registered through Convergence Financial, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Evans a financial advisor?
Yes. Joshua Evans has a current investment-adviser registration in Missouri and Texas, through Convergence Financial since May 2023.
How many years of experience does Joshua Evans have?
Joshua Evans has 5 years in the financial industry, since November 2020, across 3 adviser firms.
What exams has Joshua Evans passed?
Joshua Evans has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2020.
Where did Joshua Evans work before Convergence Financial?
Before Convergence Financial, Joshua Evans was registered through Waddell & Reed, December 2020 to July 2021.
Where is Joshua Evans based?
Joshua Evans’ registered office is in Kansas City, MO.
Is Joshua Evans registered with FINRA?
Yes. Joshua Evans has a current broker registration, under CRD 7139177.
Source: FINRA BrokerCheck
How can I verify Joshua Evans’ record?
Search CRD 7139177 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Joshua Evans’ full registration record.
