Douglas Hanson Jones
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- Ep Wealth Advisors, LLCOct 2024 to now
- Riley Private Client LLCMay 2023 to Oct 2024
- Douglas Jones, Sole ProprietorJul 2018 to Oct 2024
- Charles Schwab & Co., Inc.Apr 2018 to May 2023
- Charles Schwab BankApr 2018 to May 2023
- Neuberger Berman LLCSep 2014 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5677992
- Firm CRD
- 111147