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Jon David Moore

Ep Wealth Advisors

Littleton, CO

Torrance, CA

CRD 2271739

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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:

Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-25
CO RA APPROVED 2025-11-25
TX RA APPROVED 2015-08-27
  • CA RA
    APPROVED
    Since 2025-11-25
  • CO RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2015-08-27

Branch Locations

8081 Shaffer Parkway Suite 4, Littleton, CO 80127 • 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
Ep Wealth Advisors Torrance CA 01/2015 Present
Previous Registrations
  • 1997-02-26 → 2014-12-31
    Moore Financial Group
    Littleton, CO
    Littleton, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-10-18
  • S65 Uniform Investment Adviser Law Examination
    1994-10-18
Designations
  • Certified Financial Planner
Other Names
  • Jon Moore

View on SEC IAPD

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