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Jeffrey Merle Holben

Ep Wealth Advisors

Denver, CO

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 2025-03-21
CO RA APPROVED 2025-03-20
  • CA RA
    APPROVED
    Since 2025-03-21
  • CO RA
    APPROVED
    Since 2025-03-20

Branch Locations

7800 E Union Ave, Suite 520, Denver, CO 80237 • 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
The Holben Group, Llc Denver CO 09/2006 02/2025
Ep Wealth Advisors, Llc. Denver CO 02/2025 Present
  • 09/2006 → 02/2025
    The Holben Group, Llc
    Denver, CO
  • 02/2025 → Present
    Ep Wealth Advisors, Llc.
    Denver, CO
Previous Registrations
  • 2006-10-13 → 2025-04-08
    The Holben Group, Llc
    Denver, CO
Other Businesses

The Holben Group, LLC, Management Services; non-investment related; Address: 2000 S. Colorado Blvd, Tower 2, Suite 200 Denver, Colorado 80222; Ranching and Property Mgmt Businesses; Title: Member/Manager; Start Date: 3/1/2025; 1 hour/week. 0 hours during trading hours; Overseeing the business operations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-21
  • S65 Uniform Investment Adviser Law Examination
    2006-08-21

View on SEC IAPD

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