Armando Estevane

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

• 10/2016 → 07/2020
  Fidelity Investments
  Irvine, CA
• 09/2020 → 03/2022
  Jp Morgan Chase Bank, N.A.
  Long Beach, CA
• 10/2014 → 10/2016
  Fidelity Investments
  Irvine, CA
• 03/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2020-09-24 → 2022-03-15
  J.P. Morgan Securities Llc
  Long Beach, CA
  Long Beach, CA
• 2018-07-13 → 2020-07-22
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-11-26 → 2018-07-13
  Strategic Advisers Llc
  Irvine, CA

Other Businesses

Name: Signature Stays Management LLC Investment Related: No Address: 5996 Sunburst st, Joshua Tree CA 92252. Nature: Rental Property Position: Managing Member Title: Managing Member Start Date: Jan 31, 2026 Hours/Month: 8 Hours devoted during trading hours: 0 Duties: Managing renters

Exams

• S66 Uniform Combined State Law Examination
  2014-11-03
• S63 Uniform Securities Agent State Law Examination
  2014-01-22

Designations

• Certified Financial Planner

Other Names

• Armando Estevane
• Armando Estevane