Jeffrey John Ingraham
Investment adviser representative at Ep Wealth Advisors
14 yearsExperience
2 statesRegistered in
CFADesignation
$45.1BFirm assets
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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
14 years in the industry.
- Ep Wealth Advisors, LLCMar 2026 to now
- Manning & Napier Investor Services, Inc.Jul 2012 to Mar 2026
- Manning & Napier Advisors, LLCJun 2012 to Mar 2026
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
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
- 4829223
- Firm CRD
- 111147