Scott
Jacobs
Ep Wealth Advisors
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About this Advisor
Scott Jacobs is a financial advisor who works out of Torrance, California who has 1 year of industry experience. Jacobs is currently employed by Ep Wealth Advisors. Over the course of their career, they have held roles at Benjamin Madison Wealth Advisors, LLC, Ep Wealth Advisors, Deyoe Wealth Management, Inc and Cetera Advisors LLC. Jacobs has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Ep Wealth Advisors is a firm that has its headquarters in Torrance, CA. The company has offices in 33 locations and a total of 375 advisors. It manages $17 billion in assets among its 32,050 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 116 charitable organizations. Of its 32,050 accounts, just 4% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Ep Wealth Advisors provides a broad assortment of services, including 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 typically vary depending on which services the firm provides the client. Fee types charged by Ep Wealth Advisors likely consist of 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
Scott Jacobs Work History
Scott has been registered as a financial advisor for 1 years.*
Ep Wealth Advisors
Deyoe Wealth Management, Inc
Benjamin Madison Wealth Advisors, LLC
Cetera Advisors LLC
Benjamin Madison Wealth Advisors, LLC
*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 Scott Jacobs 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
Phoenix, AZ
Torrance, CA
Seattle, WA
Torrance, CA
Torrance, CA
Torrance, CA
Salt Lake City, UT
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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