Jack Timothy Curran

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

• 01/2018 → 11/2018
  Eaton Vance Management
  Boston, MA
• 01/2018 → 11/2018
  Eaton Vance Distributors, Inc.
  Boston, MA
• 05/2016 → 08/2017
  Tough Mudder, Inc.
  Brooklyn, NY
• 06/2017 → 09/2017
  Ducks In A Row Organizers
  Winchester, MA
• 09/2017 → 01/2018
  Whole Foods Market
  Medford, MA
• 01/2015 → 05/2017
  University Of Massachusetts, Amherst
  Amherst, MA
• 11/2018 → 10/2021
  Eaton Vance Management
  Boston, MA
• 11/2018 → 10/2021
  Eaton Vance Distributors, Inc.
  Boston, MA
• 11/2021 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2018-11-28 → 2021-10-04
  Eaton Vance Management
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2018-10-23