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John Cline Evans

Advisor at OSAIC — Rockwood, TN

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Rockwood, TN 37854

OSAIC logo

OSAIC

Institution

Total advisors

7,831

Across 3,557 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

John Evans is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America, Inc. and Signator Investors, Inc. Evans also owns The Evans Agency, an insurance business, and serves as president of Rockwood Revitalization, a nonprofit that maintains a local museum. Additionally, he is vice president of the Rockwood Merchants Association and co-hosts a local internet-based news and events program. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services along with access to multiple investment platforms and third-party money managers. The firm employs a range of tools for portfolio construction and supports varied account management approaches.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Rockwood, TN

103 S Front St

Rockwood TN 37854

Advisors at this office

1

Most active in

Tennessee

Work history

24 years of industry experience

OSAIC

2024 - Present • 2 years

Rockwood, TN

OSAIC

2024 - Present • 2 years

Rockwood, TN

Securities America Advisors

2018 - 2024 • 6 years

Rockwood, TN

Securities America, Inc.

2018 - 2024 • 6 years

Rockwood, TN

Signator Investors, Inc.

2015 - 2018 • 3 years

Rockwood, TN

The Evans Agency

2007 - Present • 19 years

Rockwood, TN

MSI Financial Services, Inc.

2004 - 2007 • 3 years

Rockwood, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Victoria P

Series 66

Crossville, TN

Edward Jones

Victoria Parsons is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Witt Financial Group, LLC, Slate, Disharoon, Parrish & Associates, and Nason Homes, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jackson W

Series 66

Kingston, TN

Edward Jones

Jackson Wiegold is a financial advisor at Edward Jones in Kingston, TN, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his advisory role, his work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner

Deric R

Series 66

Kingston, TN

Edward Jones

Deric Runge is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a Major and Squadron Executive in the United States Army National Guard, where he coordinates training and operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through its nationwide network of over 23,700 advisors.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Michael S

Series 66

Fairfield Glade, TN

Cetera

Michael Sharp is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and its affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

D B

Series 63, Series 65

Crossville, TN

LPL Financial

D Bilbrey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Cumberland County Bank and LPL Financial since 2011 and previously was with Invest Financial Corporation from 2004 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

James D

Series 66

Crossville, TN

Edward Jones

James Dalton is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked for 24 years at Cracker Barrel Old Country Store. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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