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Member & Chief Compliance Officer · Evergreen Advisors, LLC

Jayme P. O'Donnell

CRD 5208145 · Named on Form ADV at one SEC-registered adviser

At a glance

Evergreen Advisors, LLC, an SEC-registered wealth manager based in Chattanooga, TN with $523 million in regulatory assets, lists Jayme P. O'Donnell on its Form ADV as Member & Chief Compliance Officer, a control person.

Firms and roles

  • Evergreen Advisors, LLCMember & Chief Compliance OfficerWealth manager · Chattanooga, TN · $523M in regulatory assets

AtlasMembers

Jayme’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jayme’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.