Jason Allen Stein

Current Employers

Bluepoint Wealth Advisors

Huntington Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2025-04-21
TX	RA	APPROVED_RES	2022-10-17
CA	RA	APPROVED	2021-10-07

LA RA
APPROVED

Since 2025-04-21
TX RA
APPROVED_RES

Since 2022-10-17
CA RA
APPROVED

Since 2021-10-07

Branch Locations

Huntington Beach, CA • 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

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	08/2013	01/2019
Ep Wealth Advisors, Llc	Torrance	CA	01/2019	07/2021
Bluepoint Wealth Advisors, Llc	Irvine	CA	07/2021	Present

08/2013 → 01/2019

The Vanguard Group, Inc.

Scottsdale, AZ
01/2019 → 07/2021

Ep Wealth Advisors, Llc

Torrance, CA
07/2021 → Present

Bluepoint Wealth Advisors, Llc

Irvine, CA

Previous Registrations

2019-01-08 → 2021-07-08

Ep Wealth Advisors

Irvine, CA

Torrance, CA
2017-09-15 → 2019-01-17

Vanguard Advisers, Inc.

Scottsdale, AZ

Other Businesses

Name of the other business: The David Vickter Foundation Investment-related: No Address of the other business: 223 So Glendora Ave Suite 101 Glendora, CA 91741 Nature of the other business: Charitable foundation Position: Director Start date of your relationship: 06/2021 Approximate number of hours/month you devote to the other business: 10 Number of hours you devote to the other business during securities trading hours: 4 Describe your duties relating to the other business: Manage the foundation's investment portfolio and active participation in the charitable relationships

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-09-11

S63 Uniform Securities Agent State Law Examination

2013-09-11

Designations

View on SEC IAPD