Ryan Jeffrey Hall

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

• 11/2021 → 03/2024
  Wacker Wealth Partners
  San Luis Obispo, CA
• 01/2019 → 11/2021
  Truenorth Health Center
  Santa Rosa, CA
• 07/2018 → 01/2019
  Travel
  Santa Rosa, CA
• 12/2017 → 07/2018
  Safe Catch
  Sausalito, CA
• 05/2017 → 12/2017
  Traveling
  Sausalito, CA
• 05/2015 → 05/2017
  Esalen Institute
  Big Sur, CA
• 03/2024 → Present
  Ep Wealth Advisors, Llc
  San Luis Obispo, CA

Previous Registrations

• 2023-12-08 → 2024-04-30
  Wacker Wealth Partners, Llc
  San Luis Obispo, CA

Designations

• Certified Financial Planner

Other Names

• Ryan Hall