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Patrick Eugene Donovan

Ep Wealth Advisors

Torrance, CA

Westwood, MA

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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 2025-12-12
MA RA APPROVED 2024-01-09
  • CA RA
    APPROVED
    Since 2025-12-12
  • MA RA
    APPROVED
    Since 2024-01-09

Branch Locations

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

690 Canton Street, 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
J.P. Morgan Securities Llc Boston MA 08/2013 04/2019
Jpmorgan Chase Bank Na Boston MA 08/2013 04/2019
Minot Wealth Management Llc Westwood MA 04/2019 09/2022
Ep Wealth Advisors, Llc. Torrance CA 09/2022 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-03
  • S66 Uniform Combined State Law Examination
    2006-11-03
Other Names
  • Patrick Donavan

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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