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Inactive

Connor Jorgenson

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 2025-02-07
CO RA APPROVED 2025-02-07
  • CA RA
    APPROVED
    Since 2025-02-07
  • CO RA
    APPROVED
    Since 2025-02-07

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 Storage Builders Llc Sheridan WY 05/2021 08/2021
University Of Wyoming Laramie WY 09/2018 05/2022
University Of Wyoming Sheridan WY 10/2022 12/2023
Frontier Asset Management Sheridan WY 05/2019 08/2019
D.A Davidson & Co Sheridan WY 07/2022 01/2025
Sheridan Highschool Sheridan WY 08/2014 05/2018
Unemployed Sheridan WY 05/2018 08/2018
Ep Wealth Advisors, Llc Denver CO 01/2025 Present
  • 05/2021 → 08/2021
    The Storage Builders Llc
    Sheridan, WY
  • 09/2018 → 05/2022
    University Of Wyoming
    Laramie, WY
  • 10/2022 → 12/2023
    University Of Wyoming
    Sheridan, WY
  • 05/2019 → 08/2019
    Frontier Asset Management
    Sheridan, WY
  • 07/2022 → 01/2025
    D.A Davidson & Co
    Sheridan, WY
  • 08/2014 → 05/2018
    Sheridan Highschool
    Sheridan, WY
  • 05/2018 → 08/2018
    Unemployed
    Sheridan, WY
  • 01/2025 → Present
    Ep Wealth Advisors, Llc
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-07
  • S65 Uniform Investment Adviser Law Examination
    2025-02-07

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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