Shawn Adam Lawson
Investment adviser representative at Ep Wealth Advisors
27 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 yearsFirm in business
Are you Shawn Adam Lawson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Ep Wealth Advisors, LLCDec 2024 to now
- Ewm Tax SolutionsOct 2023 to Dec 2024
- Private Client ServicesOct 2019 to Dec 2022
- Executive Wealth ManagementMay 2019 to Dec 2024
- Sales BqFeb 2019 to May 2019
- Syntes LanguageDec 2018 to Feb 2019
- StudentJan 2018 to Dec 2024
- UnemployedDec 2017 to Dec 2018
- Charles SchwabMar 1999 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3211451
- Firm CRD
- 111147