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Joey Roman

Wealth Advisory Coordinator at EP Wealth Advisors

  • LinkedIn

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

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

I am currently in my last year as an International Business major at CSULB looking to graduate and pursue a career in Wealth Advisory. I have developed a strong understanding of analytica...

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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

Bill Morrissey

Senior Wealth Advisor, Partner

Elmer Guerra

Investment Operations Associate

Jennifer Li

Director of Financial Planning

Darjae Crenshaw

Senior Operations Associate

Kristopher West

Information Technology Associate

Martyn Wicks

Director of Accounting and Financial Reporting

Brandon Beckner

Financial Advisor, Vice President

Frequently Asked Questions Regarding Joey Roman

Answer: Joey Roman works for EP Wealth Advisors as Wealth Advisory Coordinator

Answer: Joey Roman’s role in EP Wealth Advisors is Wealth Advisory Coordinator

Answer: Joey Roman's email address is j***@gmail.com

Answer: Joey Roman's business email address is j****@epwealth.com

Answer: Joey Roman’s direct phone number is (***)-***-****

Answer: Joey Roman works in the industry of: Financial Services

Answer: Joey Roman is the current Wealth Advisory Coordinator at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Wealth Advisory Coordinator is Joey Roman

Answer: Joey Roman contact details:

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

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