Jaron
Gardiner

Ep Wealth Advisors

CRD#6405783
Investment Advisor
in Vancouver, WA

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About this Advisor

Jaron Gardiner is a financial advisor based in Vancouver, Washington, working with Ep Wealth Advisors. Jaron has previously held positions at Ameriprise Financial Services Inc, Clark College, Newfocus Financial Group, LLC, and Ep Wealth Advisors. Jaron has passed the Series 66 regulatory exam and is registered to provide services in California, Oregon, and Washington. Currently, Jaron is part of Ep Wealth Advisors, which operates out of Vancouver, Washington. 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™

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

410 W 12Th St
Vancouver, WA 98660

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$22,321,000,000

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

392

WA Average: 43
Total Number of Accounts

13,185

WA Average: 3,727
Average Account Size

$1,692,909

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

Jaron Gardiner Work History

2021 - Present (4 years)

Ep Wealth Advisors

2014 - Present (11 years)

Clark College

2016 - 2021 (5 years)

Newfocus Financial Group, LLC

2014 - 2016 (2 years)

Ameriprise Financial Services Inc

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Disclosures

Please visit the SEC profile of Jaron Gardiner 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

Ryan Hall
Torrance, CA
Stuart Campbell
San Luis Obispo, CA
Sheila Hoopes
San Diego, CA
Travis Scott
Media, PA
Brady Jardine
Salt Lake City, UT
Adam Phillips
Torrance, CA
Steven Patzke
Torrance, CA
Joshua Land
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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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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