G. Bradley
Owen

Ep Wealth Advisors

CRD#4065007
Investment Advisor
in San Diego, CA

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About this Advisor

G. Bradley Owen is a certified financial planner working in San Diego, California with a total of 5 years of industry experience. Owen currently works for Ep Wealth Advisors. During their career, the advisor has held roles at Donnelly Wealth Advisors Inc and Ep Wealth Advisors. Owen has a Series 63 license, certifying them as a securities representative, and is registered to work in California and Texas. Ep Wealth Advisors is an advisory firm headquartered in Torrance, CA. The firm has offices in 33 locations and a total of 375 people on staff. It handles $17 billion in total assets across its 32,050 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 116 charitable organizations. Of its 32,050 accounts, just 4% are held by high-net-worth investors who have at least $1 million in assets available to invest. Ep Wealth Advisors performs a wide array 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. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Ep Wealth Advisors likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

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

3655 Nobel Drive, Suite 200
San Diego, CA 92122

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

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

375

CA Average: 43
Total Number of Accounts

32,050

CA Average: 3,727
Average Account Size

$532,200

CA 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

G. Bradley Owen Work History

G. Bradley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Ep Wealth Advisors

2006 - 2018 (12 years)

Donnelly Wealth Advisors Inc

*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 G. Bradley Owen 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

Sean Cartin
Torrance, CA
Jonathon Matson
Phoenix, AZ
Brandon Beckner
Seattle, WA
Kristen Perez
Torrance, CA
Dallin Cutler
Salt Lake City, UT
James Fitzpatrick
Torrance, CA
Elizabeth Cady
Littleton, CO
Jonathan Bacon
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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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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