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Cfp® Jon Bacon

Wealth Advisor at EP Wealth Advisors

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Email Email: j****@epwealth.com

phone noPhone Number: (***)-***-****

A challenge. That’s what I remember about the day I took an interest in the stock market. To quell my gripes of boredom, my dad tossed a copy of The Wall Street Journal into my lap and ch...

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EP WEALTH ADVISORS

EP WEALTH ADVISORS

  • description Description
    EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $19.5 billion in client assets under management (as of June 30, 2023). At EP Wealth Advis...

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  • Employees count Employees 201-500
  • Revenue Revenue 50 Million to 100 Million
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EP Wealth Advisors Org Chart and Mapping

Employees
Adam Phillips

Adam Phillips

Managing Director, Portfolio Strategy

Tina Bolden

Tina Bolden

Tax Manager

Amanda Jones

Amanda Jones

Client Relationship Associate

Joey Roman

Joey Roman

Wealth Advisory Coordinator

Lynette Lopez

Lynette Lopez

Operations Specialist

Alec Bauer

Alec Bauer

Mergers and Acquisitions Associate

Levi Anderson

Levi Anderson

Senior Financial Planner

Brett Panziera

Brett Panziera

Associate Director of Financial Planning

Kim Hedlund

Kim Hedlund

Client Relationship Associate

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Frequently Asked Questions Regarding Cfp® Jon Bacon

Answer: Cfp® Jon Bacon works for EP Wealth Advisors as Wealth Advisor

Answer: Cfp® Jon Bacon’s role in EP Wealth Advisors is Wealth Advisor

Answer: Cfp® Jon Bacon's email address is j***@gmail.com

Answer: Cfp® Jon Bacon's business email address is j****@epwealth.com

Answer: Cfp® Jon Bacon’s direct phone number is (***)-***-****

Answer: Cfp® Jon Bacon works in the industry of: Financial Services

Answer: Cfp® Jon Bacon is the current Wealth Advisor at EP Wealth Advisors.... Read More

Answer: Cfp® Jon Bacon works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Wealth Advisor is Cfp® Jon Bacon

Answer: Cfp® Jon Bacon contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@epwealth.com

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