John
Gardner

Ep Wealth Advisors

CRD#6992449
Investment Advisor
in Los Angeles, CA

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About this Advisor

John Gardner is a financial advisor based in Los Angeles, California, working with Ep Wealth Advisors. John has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Pepperdine University, Oaks Christian School, Mitchell Beer, Northwestern Mutual Wealth Management Company, and Ep Wealth Advisors, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, John is part of Ep Wealth Advisors, which operates out of Los Angeles, California. 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

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

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

11400 W Olympic Blvd #170
Los Angeles, CA 90064

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$22,321,000,000

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

392

CA Average: 43
Total Number of Accounts

13,185

CA Average: 3,727
Average Account Size

$1,692,909

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

John Gardner Work History

2023 - Present (1 year)

Ep Wealth Advisors, LLC

2020 - 2023 (3 years)

Northwestern Mutual Wealth Management Company

2019 - 2023 (4 years)

Northwestern Mutual Investment Services LLC

2019 - 2023 (4 years)

Mitchell Beer

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2018 - 2019 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2019 (4 years)

Pepperdine University

2008 - 2015 (7 years)

Oaks Christian School

Disclosures

Please visit the SEC profile of John Gardner 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

Brian Waldner
Torrance, CA
Steven Patzke
Torrance, CA
Ryan Hall
Torrance, CA
Derrick Garcia
Torrance, CA
Robert Davis
Salt Lake City, UT
William Chedester
Torrance, CA
Stuart Campbell
San Luis Obispo, CA
Colton Peck
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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