Jonathon
Matson
Ep Wealth Advisors
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About this Advisor
Jonathon Matson is a financial advisor based in Phoenix, Arizona, working with Ep Wealth Advisors. Jonathon has previously held positions at Guardian Investor Services LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Redw Wealth LLC, Ep Wealth Advisors, LLC, and Park Avenue Securities LLC. Jonathon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jonathon is part of Ep Wealth Advisors, which operates out of Phoenix, Arizona. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathon Matson Work History
Ep Wealth Advisors, LLC
Redw Wealth LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Park Avenue Securities LLC
Guardian Investor Services LLC
Disclosures
Please visit the SEC profile of Jonathon Matson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ep Wealth Advisors
Walnut Creek, CA
Torrance, CA
Salt Lake City, UT
Seattle, WA
Torrance, CA
Torrance, CA
San Luis Obispo, CA
Salt Lake City, UT
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