Jack Timothy Curran
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 AdvisorsNov 2021 to now
- Eaton Vance Distributors, Inc.Jan 2018 to Oct 2021
- Eaton Vance ManagementJan 2018 to Oct 2021
- Whole Foods MarketSep 2017 to Jan 2018
- Ducks In A Row OrganizersJun 2017 to Sep 2017
- Tough Mudder, Inc.May 2016 to Aug 2017
- University of Massachusetts, AmherstJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined 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
- 6900829
- Firm CRD
- 111147