Robert W. Baird & Co.
45yrs
Top advisor by experience in Charleston
6yrs
Lushen Evans
Financial advisor at J.P. Morgan Securities
Based in Charleston, South Carolina, Lushen Evans is a fiduciary financial advisor with 6 years of industry experience. Lushen has been with J.P. Morgan Securities since 2026; before that, Lushen spent two years at Merrill and less than a year at Eagle Strategies. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 409 advisors with offices in Charleston, and one of 386 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office177 Meeting St, Charleston, SC 29401
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- May 2026 – nowJ.P. Morgan Securities LLCCurrent firm
- Sep 2024 – May 2026MerrillPreviously
- Jun 2024 – Sep 2024Eagle Strategies LLCPreviously
Contact Lushen
(800) 999-2000Firm headquarters in New York, NY. Ask for Lushen. 177 Meeting StCharleston, SC 29401Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Lushen
Tailored to Lushen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lushen
How do I contact Lushen?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Lushen Evans. Lushen works from the Charleston, SC office.
How long has Lushen been a financial advisor?
Lushen has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Lushen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Lushen a fiduciary?
Lushen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lushen paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Lushen 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.
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