Inactive

Jason Hyrum Taylor

Ep Wealth Advisors

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Current Employers

Ep Wealth Advisors

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-07-09
CO	RA	APPROVED	2026-06-03

WA RA
APPROVED

Since 2026-07-09
CO RA
APPROVED

Since 2026-06-03

Branch Locations

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

7800 E. Union Ave Suite 520, Denver, CO 80237 • 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

Organization	City	State	From	To
Ep Wealth Advisors, Llc	Denver	CO	06/2026	Present
Fidelity Investments	Denver	CO	09/2015	11/2022
Strategic Wealth Advisors	Bellevue	WA	11/2022	02/2024
Farther Finance Advisors	Thornton	CO	02/2024	05/2026

06/2026 → Present

Ep Wealth Advisors, Llc

Denver, CO
09/2015 → 11/2022

Fidelity Investments

Denver, CO
11/2022 → 02/2024

Strategic Wealth Advisors

Bellevue, WA
02/2024 → 05/2026

Farther Finance Advisors

Thornton, CO

Previous Registrations

2024-02-27 → 2026-06-01

Farther

Thornton, CO

San Francisco, CA
2022-11-10 → 2024-02-26

Strategic Wealth Investment Group, Llc

Bellevue, WA

Louisville, KY
2018-07-13 → 2022-10-16

Fidelity Personal And Workplace Advisors

Boston, MA
2017-01-11 → 2018-07-13

Strategic Advisers Llc

Salt Lake City, UT

Broomfield, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-06
S63	Uniform Securities Agent State Law Examination	2015-12-31

S66 Uniform Combined State Law Examination

2017-01-06
S63 Uniform Securities Agent State Law Examination

2015-12-31

Designations

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.

SOUTH BAY FINANCIAL PARTNERS

STRATOS WEALTH PARTNERS, LTD

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

RYAN BOMERSBACK

Jordan Luke Opre

LISA MARIE QUARTARONE

MARTHA P HOLLADAY

NICOLE ELIZABETH NOVALES

Gilberto Alvarez

Other Offices

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

SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA

EP WEALTH ADVISORS · TORRANCE, CA

STRATOS WEALTH PARTNERS, LTD · Torrance, CA

EDWARD JONES · Torrance, CA

AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA

LPL FINANCIAL LLC · TORRANCE, CA

EDWARD JONES · TORRANCE, CA

More in Torrance, CA

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