Julie Chan O'rourke
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ep Wealth Advisors, LLC.Jun 2022 to now
- U.S. Bancorp Investments, Inc.Jan 2018 to Jun 2022
- U.S. BankDec 2017 to Jan 2018
- City National BankMay 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
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
- 6897985
- Firm CRD
- 111147