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Jeffrey John Ingraham

Ep Wealth Advisors

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-06
NY RA APPROVED 2026-04-06
  • CA RA
    APPROVED
    Since 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Advisors, Llc Fairport NY 06/2012 08/2019
Manning & Napier Investor Services, Inc. Fairport NY 07/2012 03/2026
Manning & Napier Advisors, Llc Fairport NY 08/2019 03/2026
Ep Wealth Advisors, Llc Torrance CA 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-01
S63 Uniform Securities Agent State Law Examination 2004-09-13
  • S66 Uniform Combined State Law Examination
    2012-08-01
  • S63 Uniform Securities Agent State Law Examination
    2004-09-13
Designations
Other Names
  • Jeffrey Ingraham

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA
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