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Jessica Ellyson

Sr. Financial Planner at EP Wealth Advisors

  • LinkedIn

Email Email: j****@umpquabank.com

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

Personal financial planning is my passion. I leverage my 12 years in the financial industry, my life experience and broad financial education to empower people through listening and finan...

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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

Haylee Michaud

Customer Relationship Specialist

Joshua Pohl

Wealth Advisor Associate

Cfp® Mike Ramirez

Manager - Financial Planning

Vina Nguyen

Senior Associate, Data Analytics

Mike Madden

IT Manager, Infrastructure and Service Delivery

Jeffrey Burch

Regional Director / Partner

Elmer Guerra

Investment Operations Associate

Frequently Asked Questions Regarding Jessica Ellyson

Answer: Jessica Ellyson works for EP Wealth Advisors as Sr. Financial Planner

Answer: Jessica Ellyson’s role in EP Wealth Advisors is Sr. Financial Planner

Answer: Jessica Ellyson's email address is j***@gmail.com

Answer: Jessica Ellyson's business email address is j****@umpquabank.com

Answer: Jessica Ellyson’s direct phone number is (***)-***-****

Answer: Jessica Ellyson works in the industry of: Financial Services

Answer: Jessica Ellyson is the current Sr. Financial Planner at EP Wealth Advisors.... Read More

Answer: Jessica Ellyson works EP Wealth Advisors located at Hawthorne BLVD Ste 1200, Torrance, , 90503, California, 21515, United States

Answer: EP Wealth Advisors's Sr. Financial Planner is Jessica Ellyson

Answer: Jessica Ellyson contact details:

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

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