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Jared Jason Lopez

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 2024-02-13
  • CA RA
    APPROVED
    Since 2024-02-13

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
Ep Wealth Advisors, Llc. Torrance CA 01/2022 Present
First Bank Newport Beach CA 10/2018 12/2021
Bny Mellon Newport Beach CA 04/2017 10/2018
Capital Group Irvine CA 06/2015 04/2017
  • 01/2022 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 10/2018 → 12/2021
    First Bank
    Newport Beach, CA
  • 04/2017 → 10/2018
    Bny Mellon
    Newport Beach, CA
  • 06/2015 → 04/2017
    Capital Group
    Irvine, CA
Designations

View on SEC IAPD

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