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Jordan Paul

Financial Planning Associate at EP Wealth Advisors

  • LinkedIn

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

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

I began my career in accounting over five years ago. In that time I earned my CPA. While working in accounting, I discovered my passion for helping families and individuals meet their goa...

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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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Employees

Steven Franco

Associate Portfolio Manager

Jose Lopez

Client Relationship Associate

Eka Bettis

Client Relationship Associate

Nicolas Moore

Communications Coordinator

Bill Morrissey

Senior Wealth Advisor, Partner

Kathy Costas

Vice President, Cdfa®

Frequently Asked Questions Regarding Jordan Paul

Answer: Jordan Paul works for EP Wealth Advisors as Financial Planning Associate

Answer: Jordan Paul’s role in EP Wealth Advisors is Financial Planning Associate

Answer: Jordan Paul's email address is j***@gmail.com

Answer: Jordan Paul's business email address is j****@epwealth.com

Answer: Jordan Paul’s direct phone number is (***)-***-****

Answer: Jordan Paul works in the industry of: Financial Services

Answer: Jordan Paul is the current Financial Planning Associate at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Financial Planning Associate is Jordan Paul

Answer: Jordan Paul contact details:

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

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