Jason Hyrum Taylor
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Jason Hyrum Taylor? 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
11 years in the industry.
- Ep Wealth Advisors, LLCJun 2026 to now
- Farther Finance AdvisorsFeb 2024 to May 2026
- Strategic Wealth AdvisorsNov 2022 to Feb 2024
- Fidelity InvestmentsSep 2015 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CO, WA).
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
- 6559805
- Firm CRD
- 111147