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Jacob Blain Miller

Ep Wealth Advisors

Torrance, CA

Media, PA

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Current Employers
Ep Wealth Advisors

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-24
  • PA RA
    APPROVED
    Since 2026-08-24

Branch Locations

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

1215 W Baltimore Pike #8, Media, PA 19063 • 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
Full-Time Education Cherry Hill NJ 09/2015 05/2019
Full-Time Education Camden NJ 08/2019 05/2023
Lighthouse Planning Consultants Collingswood NJ 11/2021 07/2023
Ep Wealth Advisors, Llc Media PA 07/2023 07/2026
Ep Wealth Advisors, Llc Media PA 07/2026 Present
  • 09/2015 → 05/2019
    Full-Time Education
    Cherry Hill, NJ
  • 08/2019 → 05/2023
    Full-Time Education
    Camden, NJ
  • 11/2021 → 07/2023
    Lighthouse Planning Consultants
    Collingswood, NJ
  • 07/2023 → 07/2026
    Ep Wealth Advisors, Llc
    Media, PA
  • 07/2026 → Present
    Ep Wealth Advisors, Llc
    Media, PA
Designations

View on SEC IAPD

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CHARLES SCHWAB & CO., INC. · Torrance, CA
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