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Advisors / Missouri / Herculaneum
8yrs

John Evans

Financial advisor at Strategic Advisers

John Evans has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Herculaneum, Missouri. John has been with Strategic Advisers since 2025; before that, John spent two years at Fidelity Personal and Workplace Advisors and a year at Citigroup Global Markets. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

Herculaneum, MOFiduciary advisor
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At a glance

Experience8 years (since 2018)
How that compares ?More experience than 54% of advisors at Strategic Advisers
OfficeHerculaneum, MO
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. May 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Aug 2022 – Mar 2023
  4. 2019 – 2022

Contact John

(617) 563-7000Firm headquarters in Boston, MA. Ask for John. Herculaneum, MOOffice · Get directions

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Questions to ask John

Tailored to John’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call Strategic Advisers at (617) 563-7000 and ask for John Evans. John works from the Herculaneum, MO office.

How long has John been a financial advisor?

John has been in the industry since 2018, about 8 years. More experience than 54% of advisors at Strategic Advisers.

What licenses does John hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.