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Cfp® Jon Bacon

Wealth Advisor at EP Wealth Advisors

  • LinkedIn

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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Employees

Mason Hulce

Client Relationship Associate

Adam Phillips

Managing Director, Portfolio Strategy

Matt Meier

Wealth Operations Associate

Cfp® Alina Narr

Associate Director of Financial Planning

CFP Eric Swanson

Vice President, Certified Financial Planner®

Curtis Divona

Director of Client Services

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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