Best Investors Account Sign in
Inactive

Jacob Gregory Shuman

Ep Wealth Advisors

Torrance, CA

Westwood, MA

CRD 7669028

Claim This Profile
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:

Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-10
MA RA APPROVED 2024-08-23
  • CA RA
    APPROVED
    Since 2025-11-10
  • MA RA
    APPROVED
    Since 2024-08-23

Branch Locations

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

690 Canton St, Suite 245, Westwood, MA 02090 • 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
Ep Wealth Advisors, Llc. Torrance CA 11/2022 Present
Citizens Bank Boston MA 06/2021 11/2022
Pga Tour Ponte Vedra Beach FL 05/2018 06/2021
Duke University Durham NC 08/2014 05/2018
Eastspring Investments Chicago IL 03/2021 05/2021
  • 11/2022 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 06/2021 → 11/2022
    Citizens Bank
    Boston, MA
  • 05/2018 → 06/2021
    Pga Tour
    Ponte Vedra Beach, FL
  • 08/2014 → 05/2018
    Duke University
    Durham, NC
  • 03/2021 → 05/2021
    Eastspring Investments
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16
Other Names
  • Jake Shuman

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
SOUTH BAY FINANCIAL PARTNERS
STRATOS WEALTH PARTNERS, LTD

Nearby Investors

DAWN KIM
RYAN BOMERSBACK
Jordan Luke Opre

Nearby Offices

CHARLES SCHWAB & CO., INC. · Torrance, CA
SOUTH BAY FINANCIAL PARTNERS · TORRANCE, CA
EP WEALTH ADVISORS · TORRANCE, CA

More in Torrance, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor