James
Reinke

Ep Wealth Advisors

CRD#3109420
Investment Advisor
in Seattle, WA

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About this Advisor

James Reinke is a certified financial planner based in Seattle, Washington who has 2 years of relevant experience. Reinke is on the advisory team at Ep Wealth Advisors. Throughout their career, Reinke has worked at Icma-Rc Services, LLC, Ep Wealth Advisors and American Express Financial Advisors Inc. Reinke holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Washington. Ep Wealth Advisors is a financial advisory firm that has its headquarters in Torrance, CA. It has offices in 33 locations and a total of 375 employees. It has $17 billion in total assets among its 32,050 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 116 charitable organizations. Of its 32,050 customer accounts, just 4% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company provides 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. A financial advisor's fee schedules largely depend on which services are offered. However, fee types billed by Ep Wealth Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

1301 5Th Ave, Suite 1350
Seattle, WA 98101

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

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

375

WA Average: 43
Total Number of Accounts

32,050

WA Average: 3,727
Average Account Size

$532,200

WA 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

James Reinke Work History

James has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ep Wealth Advisors

2014 - 2021 (7 years)

Icma-Rc Services, LLC

1998 - 2013 (15 years)

American Express Financial Advisors Inc

*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 James Reinke 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

Jonathan Bacon
Torrance, CA
Jonathon Matson
Phoenix, AZ
Jonathan Spector
Walnut Creek, CA
Andrew Hunt
Torrance, CA
Jason Clebowicz
Torrance, CA
Sean Cartin
Torrance, CA
Brandon Beckner
Seattle, WA
Elizabeth Cady
Littleton, CO

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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