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Jordan T Sisson

Ep Wealth Advisors

Exton, PA

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 2024-11-22
PA RA APPROVED 2024-11-21
  • CA RA
    APPROVED
    Since 2024-11-22
  • PA RA
    APPROVED
    Since 2024-11-21

Branch Locations

7 Dowlin Forge Rd, Exton, PA 19341 • United States

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
Warren Financial Service & Associates, Inc Exton PA 12/2020 11/2022
Pj Ryan's Pub Phoenixville PA 10/2016 11/2020
10 Red Design Skaneateles NY 08/2015 09/2016
Ep Wealth Advisors, Llc Exton PA 11/2022 10/2025
Ep Wealth Advisors, Llc Exton PA 10/2025 Present
  • 12/2020 → 11/2022
    Warren Financial Service & Associates, Inc
    Exton, PA
  • 10/2016 → 11/2020
    Pj Ryan's Pub
    Phoenixville, PA
  • 08/2015 → 09/2016
    10 Red Design
    Skaneateles, NY
  • 11/2022 → 10/2025
    Ep Wealth Advisors, Llc
    Exton, PA
  • 10/2025 → Present
    Ep Wealth Advisors, Llc
    Exton, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-06
  • S65 Uniform Investment Adviser Law Examination
    2021-07-06

View on SEC IAPD

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Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA

More in Exton, PA

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