John
Mcgrath

Ep Wealth Advisors

CRD#2999286
Investment Advisor
in Valencia, CA

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About this Advisor

John Mcgrath is a certified financial planner working in Valencia, California with a total of 14 years of industry experience. Mcgrath is an advisor for Ep Wealth Advisors. They have worked at Ep Wealth Advisors for all of their career. Mcgrath has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Ep Wealth Advisors is a company based in Torrance, CA. It has offices in 33 locations and a total of 375 advisors. It manages $17 billion in assets across its 32,050 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 116 charities and foundations. Of its 32,050 customer accounts, just 4% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has 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 largely vary depending on which services the firm provides the client. However, fee types billed by Ep Wealth Advisors can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 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

Valencia, CA

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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

John Mcgrath Work History

John has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Ep Wealth Advisors

*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 John Mcgrath 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

Brandon Beckner
Seattle, WA
Jonathon Matson
Phoenix, AZ
Dallin Cutler
Salt Lake City, UT
Jonathan Bacon
Torrance, CA
Brett Panziera
Torrance, CA
Elizabeth Cady
Littleton, CO
Aaron Best
Saint George, UT
Sean Cartin
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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