Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.
Areas of Practice
Advisor Information
Office location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathon occasionally sells life insurance as a sole proprietor, dedicating minimal time to this activity. He also works as an investment advisor representative and registered representative for Crescent Advisor Group, Inc. and Crescent Securities Group, Inc., respectively, dedicating full-time hours to the latter.