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Jonathon James Matson

Ep Wealth Advisors

Phoenix, AZ

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 2022-08-22
  • CA RA
    APPROVED
    Since 2022-08-22

Branch Locations

3131 E Camelback Road, Suite 135, Phoenix, AZ 85016 • 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
Cuna Mutual Group Waverly IA 12/2015 03/2021
Cuna Brokerage Services, Inc. Waverly IA 12/2015 03/2021
Redw Wealth Llc Albuquerque NM 03/2021 03/2022
Ep Wealth Advisors, Llc. Torrance CA 03/2022 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-24
S63 Uniform Securities Agent State Law Examination 2005-07-19
  • S65 Uniform Investment Adviser Law Examination
    2021-06-24
  • S63 Uniform Securities Agent State Law Examination
    2005-07-19

View on SEC IAPD

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Other Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
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HEATH EDWARD WHETSEL
Rizwan B Shah
JOSEPH JOHN MCNAUGHTON
Alyssa Shelton
Frank Iustin Mancuso

Other Offices

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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