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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

MATTHEW JOSEPH EVANS

Advisor at VESTGEN ADVISORS, LLC

CHICAGO, IL | Naperville, IL

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Search this name across graphsid dfx:ria:5f93e7bf-4628-6f10-e75f-193bc50e27ab

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 9, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VESTGEN ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 28, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 28, 2010
First registration: Jun 9, 2010
Dual registered: yes, broker-dealer
IAPD individual key: 5762799

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VESTGEN ADVISORS, LLC	Independent wealth	Oct 14, 2024	n/a	yes	Naperville, IL\|CHICAGO, IL	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 12, 2017	Oct 18, 2024	no	NAPERVILLE, IL\|NAPERVILLE, IL	Previous registration
SECURA FINANCIAL	Independent wealth	Apr 6, 2016	Dec 18, 2019	no	ORANGE, CA	Previous registration
CROWN CAPITAL SECURITIES, L.P.	Former SEC adviser	Mar 21, 2016	Jun 23, 2017	no	ORANGE, CA	Previous registration
MINISTRY PARTNERS SECURITIES, LLC	State registered	Jun 30, 2015	Mar 15, 2016	no	BREA, CA\|BREA, CA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	May 11, 2011	Jun 25, 2015	no	NAPERVILLE, IL\|IRVINE, CA\|IRVINE, CA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 9, 2010	Mar 4, 2011	no	Deerfield, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	VESTGEN ADVISORS, LLC	Oct 18, 2024	Oct 14, 2024	-4	Firm change	Ibd to RIA
SECURA FINANCIAL	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 18, 2019	Jun 12, 2017	-919	Firm change after gap	Other
CROWN CAPITAL SECURITIES, L.P.	SECURA FINANCIAL	Jun 23, 2017	Apr 6, 2016	-443	Firm change after gap	Other
MINISTRY PARTNERS SECURITIES, LLC	CROWN CAPITAL SECURITIES, L.P.	Mar 15, 2016	Mar 21, 2016	6	Firm change	Other
EQUITABLE ADVISORS, LLC	MINISTRY PARTNERS SECURITIES, LLC	Jun 25, 2015	Jun 30, 2015	5	Firm change	Ibd to state RIA
SECURIAN FINANCIAL SERVICES, INC.	EQUITABLE ADVISORS, LLC	Mar 4, 2011	May 11, 2011	68	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:318657:IL:2024-10-15	Oct 18, 2024	Oct 14, 2024	NAPERVILLE, IL	Firm change

Relationships

Registered with (7)

→ VESTGEN ADVISORS, LLCRegistered adviserregistration: current employment
Oct 14, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jun 12, 2017 to Oct 18, 2024factForm ADV
→ SECURA FINANCIALRegistered adviserregistration: previous registration
Apr 6, 2016 to Dec 18, 2019factForm ADV
→ CROWN CAPITAL SECURITIES, L.P.Registered adviserregistration: previous registration
Mar 21, 2016 to Jun 23, 2017factForm ADV
→ MINISTRY PARTNERS SECURITIES, LLCRegistered adviserregistration: previous registration
Jun 30, 2015 to Mar 15, 2016factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2011 to Jun 25, 2015factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 9, 2010 to Mar 4, 2011factForm ADV

Dated events

Occurred
Oct 18, 2024
Advisor changed firm
Matthew Joseph Evans left Raymond James Financial Services Advisors, Inc for Vestgen Advisors, Llc (registered 2024-10-14)
Form ADVobserved 4 days ago