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Jordan Loo

Data Operations Associate at EP Wealth Advisors

  • LinkedIn

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

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

I am currently in my last year at California State University, Fullerton. I am pursuing a BA in Business Administration with a concentration in Finance and an emphasis on investments.I en...

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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

Lyndsey Xa

Senionr Financial Planner

Jose Lopez

Client Relationship Associate

Kasey Kishiyama

Senior Client Relationship Associate

Kyle Hurt

Senior Financial Planner

Joey Katz

Associate Regional Director

Mark Matley

Regional Director/Partner

Cfp® Rich Derafelo

Regional Director /Partner

Frequently Asked Questions Regarding Jordan Loo

Answer: Jordan Loo works for EP Wealth Advisors as Data Operations Associate

Answer: Jordan Loo’s role in EP Wealth Advisors is Data Operations Associate

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

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

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

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

Answer: Jordan Loo is the current Data Operations Associate at EP Wealth Advisors.... Read More

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

Answer: EP Wealth Advisors's Data Operations Associate is Jordan Loo

Answer: Jordan Loo contact details:

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

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