Jonathan
Spector
Ep Wealth Advisors
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About this Advisor
Jonathan Spector is a financial advisor based in Walnut Creek, California, working with Ep Wealth Advisors. Jonathan has previously held positions at Wrapmanager, Inc, Personal Financial Consultants, Inc, and Ep Wealth Advisors. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Ep Wealth Advisors, which operates out of Walnut Creek, 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
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Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
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
Jonathan Spector Work History
Ep Wealth Advisors
Personal Financial Consultants, Inc
Wrapmanager, Inc
Disclosures
Please visit the SEC profile of Jonathan Spector 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
Salt Lake City, UT
Torrance, CA
Torrance, CA
Seattle, WA
Torrance, CA
Torrance, CA
San Luis Obispo, CA
Torrance, CA
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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