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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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EP Wealth Advisors Org Chart and Mapping

Employees

Lorene Wenz

Sr. Client Relationship Associate

Giorgina Nguyen

Vice President, Wealth Advisor

Joshua Pohl

Wealth Advisor Associate

Cfp® Ryan Serrecchia

Executive Vice President / Partner

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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