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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-13 |
Branch Locations
2150 Shattuck Avenue , Suite 700, Berkeley, CA 94704 • United States
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deyoe Wealth Management, Inc | Berkeley | CA | 11/2002 | 12/2021 |
| Ep Wealth Advisors | Torrance | CA | 12/2021 | Present |
Jonathan DeYoe is the Founder/President for Mindful Money a Financial Writing, Speaking, Workshops, and Education (live and digital) business. Mr. DeYoe is the primary source of writing/speaking/podcasting for Mindful Money. Mr. DeYoe is the sole owner, and, thus, receives any distributions and profits from this business. Mr. DeYoe spends roughly 5-10 hours a week on this business during trading hours. Mindful Money is located 541 Vistamont Ave. Berkeley, CA 94708. The activities performed under this business are intended to be educational but include investment related topics.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-16 |
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