Jonathon
Matson

Ep Wealth Advisors

CRD#4987836
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jonathon Matson is a financial advisor operating in Phoenix, Arizona who has 1 year of relevant experience. Matson is on the advisory team at Ep Wealth Advisors. During their career, Matson has held roles at Guardian Investor Services LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Redw Wealth LLC, Ep Wealth Advisors, LLC and Park Avenue Securities LLC. Matson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Ep Wealth Advisors is an advisory firm based in Torrance, CA. It has offices in 33 locations and a total of 375 people on staff. It has $17 billion in assets among its 32,050 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 116 charities and foundations. Of its 32,050 customer accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on which services are offered. Fees billed by Ep Wealth Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3131 E Camelback Road, Suite 135
Phoenix, AZ 85016

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

AZ Average: $7,578,581,321
Total Number of Employees

375

AZ Average: 43
Total Number of Accounts

32,050

AZ Average: 3,727
Average Account Size

$532,200

AZ Average: $2,033,427

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

Jonathon has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ep Wealth Advisors, LLC

2021 - 2022 (1 year)

Redw Wealth LLC

2015 - 2021 (6 years)

Cuna Mutual Group

2015 - 2021 (6 years)

Cuna Brokerage Services, Inc

2015 - 2015 (< 1 year)

Park Avenue Securities LLC

2013 - 2015 (2 years)

Guardian Investor Services LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Brett Panziera
Torrance, CA
Sean Cartin
Torrance, CA
Aaron Best
Saint George, UT
Jonathan Bacon
Torrance, CA
Andrew Hunt
Torrance, CA
Paramita Roy
Torrance, CA
Jonathan Spector
Walnut Creek, CA
Elizabeth Cady
Littleton, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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