Jonathon James Matson

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 03/2021
  Cuna Mutual Group
  Waverly, IA
• 12/2015 → 03/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2021 → 03/2022
  Redw Wealth Llc
  Albuquerque, NM
• 03/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2021-07-22 → 2022-06-15
  Redw Wealth Llc
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-24
• S63 Uniform Securities Agent State Law Examination
  2005-07-19