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Jonathan Patrick O'BRien

Ep Wealth Advisors

Torrance, CA

Skokie, IL

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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 2025-10-29
IL RA APPROVED 2025-10-29
  • CA RA
    APPROVED
    Since 2025-10-29
  • IL RA
    APPROVED
    Since 2025-10-29

Branch Locations

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

5202 Old Orchard Rd Suite 160, Skokie, IL 60077 • 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
Midwest Professional Planners, Ltd. Crystal Lake IL 06/2020 03/2022
Midwest Professional Planners, Ltd. Crystal Lake IL 03/2022 10/2025
St. Joseph Home For The Elderly Palatine IL 08/2015 06/2020
Midwest Professional Planners, Ltd. Crystal Lake IL 05/2024 07/2025
Midwest Professional Planners, Ltd. Crystal Lake IL 07/2025 10/2025
Ep Wealth Advisors Llc Skokie IL 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
Designations
Other Names
  • Jonathan Patrick Obrien

View on SEC IAPD

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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

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