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Profile
Mr. John P.
Evans, II, is a Senior Vice President of Investment Consulting at Creative Planning Institutional Advisors LLC.
He received his undergraduate degree from the University of Maryland.
Jack Evans active positions
| Companies | Position | Start |
|---|---|---|
SageView Advisory Group LLC
 SageView Advisory Group LLC Investment ManagersFinance Creative Planning generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Analyst-Equity | 01/01/2007 |
Training of Jack Evans
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
88
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
University of Maryland
 University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
SageView Advisory Group LLC
SageView Advisory Group LLC Investment ManagersFinance Creative Planning generally invests clients’ cash balances in money market funds, FDIC-insured certificates of deposit, high-grade commercial paper, and/or government-backed debt instruments. Ultimately, the firm tries to achieve the highest return on their clients’ cash balances through relatively low-risk, conservative investments. In most cases, at least a partial cash balance will be maintained in a money market account so that the firm may debit advisory fees for their services related to comprehensive retirement plan consulting and asset management services, as applicable. | Finance |
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