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Jordan Loo

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 2025-07-29
  • CA RA
    APPROVED
    Since 2025-07-29

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
Unemployed Ranchos Palos Verde CA 10/2000 01/2020
Protein Lab Buena Park CA 01/2020 05/2022
Ep Wealth Advisors, Llc Torrance CA 05/2022 07/2022
Ep Wealth Advisors, Llc Torrance CA 07/2022 Present
  • 10/2000 → 01/2020
    Unemployed
    Ranchos Palos Verde, CA
  • 01/2020 → 05/2022
    Protein Lab
    Buena Park, CA
  • 05/2022 → 07/2022
    Ep Wealth Advisors, Llc
    Torrance, CA
  • 07/2022 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-01
  • S65 Uniform Investment Adviser Law Examination
    2024-11-01
Designations

View on SEC IAPD

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