Jonathon
Matson
Ep Wealth Advisors
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$17,057,000,000
375
32,050
$532,200
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.*
Ep Wealth Advisors, LLC
Redw Wealth LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Park Avenue Securities LLC
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
Torrance, CA
Torrance, CA
Saint George, UT
Torrance, CA
Torrance, CA
Littleton, CO
Phoenix, AZ
Torrance, CA
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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