Patrick Eugene Donovan

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

• 08/2013 → 04/2019
  J.P. Morgan Securities Llc
  Boston, MA
• 08/2013 → 04/2019
  Jpmorgan Chase Bank Na
  Boston, MA
• 04/2019 → 09/2022
  Minot Wealth Management Llc
  Westwood, MA
• 09/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Previous Registrations

• 2019-04-22 → 2022-09-27
  Minot Wealth Management Llc
  Westwood, MA
• 2009-03-11 → 2013-09-05
  Credit Suisse Securities (Usa) Llc
  Boston, MA
• 2006-11-06 → 2009-03-09
  Banc Of America Investment Services, Inc.
  Boston, MA
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2006-11-03

Other Names

• Patrick Donavan