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Ian Mark Clemens

Ep Wealth Advisors

Atlanta, GA

Torrance, CA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-26
CA RA APPROVED 2024-11-15
  • GA RA
    APPROVED
    Since 2024-12-26
  • CA RA
    APPROVED
    Since 2024-11-15

Branch Locations

1355 Peachtree Street Suite 1700, Atlanta, GA 30309 • 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
Brightworth Atlanta GA 05/2019 01/2021
Brightworth Atlanta GA 10/2017 05/2019
Brightworth Atlanta GA 09/2015 10/2017
Jon Baker Financial Group Atlanta GA 01/2021 09/2024
Cwm, Llc Omaha NE 01/2021 12/2021
Ep Wealth Advisors Llc Atlanta GA 09/2024 Present
Cornercap Investment Counsel Atlanta GA 01/2022 09/2024
  • 05/2019 → 01/2021
    Brightworth
    Atlanta, GA
  • 10/2017 → 05/2019
    Brightworth
    Atlanta, GA
  • 09/2015 → 10/2017
    Brightworth
    Atlanta, GA
  • 01/2021 → 09/2024
    Jon Baker Financial Group
    Atlanta, GA
  • 01/2021 → 12/2021
    Cwm, Llc
    Omaha, NE
  • 09/2024 → Present
    Ep Wealth Advisors Llc
    Atlanta, GA
  • 01/2022 → 09/2024
    Cornercap Investment Counsel
    Atlanta, GA
Previous Registrations
  • 2021-01-08 → 2022-01-04
    Cwm, Llc
    Atlanta, GA
    Omaha, NE
  • 2019-07-24 → 2021-01-04
    Ci Brightworth Private Wealth
    Atlanta, GA
Designations
Other Names
  • Ian Clemens

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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