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Jocelyn Rose Black

Ep Wealth Advisors

Torrance, CA

Phoenix, AZ

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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 2025-09-18
  • CA RA
    APPROVED
    Since 2025-09-18

Branch Locations

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

3131 E Camelback Rd # 135, Phoenix, AZ 85016 • 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
Nationwide Investment Services Corporation Columbus OH 11/2013 05/2018
Clarifinancial Llc Albuquerque NM 12/2019 12/2021
State Of New Mexico Santa Fe NM 12/2018 12/2019
Greater Albuquerque Chamber Of Commerce Albuquerque NM 05/2018 11/2018
Nationwide Mutual Insurance Company Phoenix AZ 11/2013 05/2018
Strategy Financial Group Phoenix AZ 04/2021 12/2023
Better Money Decisions, Llc Santa Fe NM 12/2023 08/2025
Strategy Financial Group Phoenix AZ 04/2021 12/2023
Clarifinancial Llc Albuquerque NM 12/2019 12/2021
Nationwide Insurance Company Columbus OH 11/2013 05/2018
Ep Wealth Advisors, Llc Phoenix AZ 08/2025 Present
  • 11/2013 → 05/2018
    Nationwide Investment Services Corporation
    Columbus, OH
  • 12/2019 → 12/2021
    Clarifinancial Llc
    Albuquerque, NM
  • 12/2018 → 12/2019
    State Of New Mexico
    Santa Fe, NM
  • 05/2018 → 11/2018
    Greater Albuquerque Chamber Of Commerce
    Albuquerque, NM
  • 11/2013 → 05/2018
    Nationwide Mutual Insurance Company
    Phoenix, AZ
  • 04/2021 → 12/2023
    Strategy Financial Group
    Phoenix, AZ
  • 12/2023 → 08/2025
    Better Money Decisions, Llc
    Santa Fe, NM
  • 04/2021 → 12/2023
    Strategy Financial Group
    Phoenix, AZ
  • 12/2019 → 12/2021
    Clarifinancial Llc
    Albuquerque, NM
  • 11/2013 → 05/2018
    Nationwide Insurance Company
    Columbus, OH
  • 08/2025 → Present
    Ep Wealth Advisors, Llc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-09-01
S65 Uniform Investment Adviser Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 2012-03-26
  • S66 Uniform Combined State Law Examination
    2016-09-01
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    2012-03-26
Other Names
  • Jocelyn Black Hodes
  • Jocelyn B Hodes

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA
STRATOS WEALTH PARTNERS, LTD · Torrance, CA
EDWARD JONES · Torrance, CA
AMERIPRISE FINANCIAL SERVICES, LLC · TORRANCE, CA
LPL FINANCIAL LLC · TORRANCE, CA
EDWARD JONES · TORRANCE, CA

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