Jeff Evanello, CLU, ChFC, RICP
The principal of the firm, Jeff Evanello, has thirty-two years’ experience in the insurance and financial services industry with specific knowledge in the Broker/Dealer and Registered Investment Advisor space. His product specialties include managed money, variable annuities, retirement plans, variable life insurance, traditional life insurance, exchange traded funds, mutual funds, hedge funds, and private placements.
In the Spring of 2009, Jeff Evanello started Evanello Enterprises, LLC. an independent Third Party Recruiting, Financial Services Industry Consulting, and Product Distribution firm. Today, Evanello Enterprises works with strategic partners across the United States achieve our strategic vision.
In addition to founding Evanello Enterprises, LLC, Jeff has held the following positions:
- Investment Broker/Dealer: Cambridge Investment Research.
- Financial Advisor Recruiting where he has recruited over #20m in GDC in two years.
- Broker/Dealers - Waddell and Reed Scottsdale, AZ
- ETF Wholesaler Sales Executive – Vanguard Group
- Corporate Compliance Executive – Vanguard Group
- Chief Branch Manager and Compliance Officer - Joseph Charles & Associates
- Vice President of Marketing and Compliance - Laughlin Group
- Financial Advisor and Compliance Officer - Prudential Insurance Company of America
Jeff graduated from Rutgers University in 1986 with a Bachelors in Economics and concentration in Finance. He currently holds the FINRA Series 4, 6, 7, 24, 26, 63 and 65 licenses as well as the Arizona Life Insurance license.
Jeff received his Chartered Life Underwriter (CLU) designation in 1992 and his Chartered Financial Consultant (ChFC) designation in 1994.
He also completed the Retirement Income Certified Professional (RICP) in 2014.
Jeff has been a featured speaker at many industry events and is active in the Greater Phoenix Financial Planner’s Association. Furthermore, he is a member of the FINRA’s Board of Arbitrators and has testified both as a character and expert witness in FINRA Arbitration cases.