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21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-13 |
Branch Locations
21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States
25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harris Financial Advisors | Torrance | CA | 12/2015 | 12/2018 |
| Ep Wealth Advisors | Torrance | CA | 11/2020 | Present |
| Harris Financial Advisors | Torrance | CA | 12/2018 | 11/2020 |
Financial Planning Association of Los Angeles ("FPLA")', Non-Investment Related, PO Box 4130 Scottsdale AZ 85261, Professional Organization, Board Member, Jon spends 1-2 hours a week on this activity and none during security trading hours. In his role as treasurer, Jon is on the FPALA bank account exclusively to assist paying vendors and service providers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-01 |
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