Giovanni Beltran

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

• 07/2022 → Present
  Ep Wealth Advisors, Llc
  Torrance, CA
• 11/2015 → 07/2022
  Uber
  Los Angeles, CA
• 07/2010 → Present
  Good Entertainment Only
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-28

Other Names

• Geo Beltran