Nathan Paul Rogers
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
1 stateRegistered in
$45.1BFirm assets
39 yearsFirm in business
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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
11 years in the industry.
- Ep Wealth Advisors, LLCSep 2023 to now
- Polaris Wealth Advisory GroupJan 2021 to Sep 2023
- TD Ameritrade Investment Management, LLCFeb 2018 to Jan 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- Scottrade, Inc.Sep 2015 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6134788
- Firm CRD
- 111147