Julie Chan O'ROurke

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

• 12/2017 → 01/2018
  U.S. Bank
  Millbrae, CA
• 01/2018 → 06/2022
  U.S. Bancorp Investments, Inc.
  Millbrae, CA
• 05/2015 → 12/2017
  City National Bank
  Burlingame, CA
• 06/2022 → Present
  Ep Wealth Advisors, Llc.
  Torrance, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-18

Designations

• Certified Financial Planner

Other Names

• Julie Chan
• Julie O'ROurke