Jeffrey
Burch
Ep Wealth Advisors
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About this Advisor
Jeffrey Burch is a financial advisor who works in Torrance, California. Burch is an employee of Ep Wealth Advisors. Their career trajectory has included roles at Goldman Sachs, Man Glg, Porticade Partners, Ep Wealth Advisors, LLC and Cribstone Capital Management. Burch has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, California, Colorado, Maine, New Hampshire and Texas. Ep Wealth Advisors is a business that has its headquarters in Torrance, CA. It has offices in 33 locations and a total of 375 financial advisors. It has $17 billion in total assets across its 32,050 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 116 charitable organizations. Of its 32,050 accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers 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. Fees charged by financial advisors typically are based on the services provided. Fee types charged by Ep Wealth Advisors can include 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
Jeffrey Burch Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Ep Wealth Advisors, LLC
Porticade Partners
Cribstone Capital Management
Man Glg
Goldman Sachs
*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 Jeffrey Burch 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
Seattle, WA
Littleton, CO
Saint George, UT
Torrance, CA
Torrance, CA
Torrance, CA
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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