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RIA / WealthAdvisorChartered Financial Analyst17 years in industry

EVAN C JONES

Advisor at SCHARF INVESTMENTS, LLC

LOS GATOS, CA | SAN FRANCISCO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2012 to Sep 14, 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: SCHARF INVESTMENTS, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 4, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Dec 4, 2008
First registration: Apr 9, 2012
Dual registered: no
Other names: EVAN C JONES|EVAN CARTER JONES
IAPD individual key: 5134573

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
PARALLEL ADVISORS, LLC	Independent wealth	Sep 17, 2021	n/a	yes	SAN FRANCISCO, CA	Current employment
SCHARF INVESTMENTS, LLC	Mixed wealth	Aug 7, 2019	n/a	yes	LOS GATOS, CA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2014	Oct 6, 2015	no	CAMPBELL, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Feb 7, 2014	Oct 6, 2015	no	CAMPBELL, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 9, 2012	Oct 17, 2013	no	MODESTO, CA	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 6, 2015	Feb 7, 2014	-606	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Oct 6, 2015	Feb 7, 2014	-606	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TD AMERITRADE, INC.	Oct 17, 2013	Feb 7, 2014	113	Firm change	Other

Relationships

Registered with (5)

→ PARALLEL ADVISORS, LLCRegistered adviserregistration: current employment
Sep 17, 2021 to presentfactForm ADV
→ SCHARF INVESTMENTS, LLCRegistered adviserregistration: current employment
Aug 7, 2019 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2014 to Oct 6, 2015factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Feb 7, 2014 to Oct 6, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 9, 2012 to Oct 17, 2013factForm ADV

Dated events

No dated event names this entity yet.