John Alexander Gardner
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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, LLCOct 2023 to now
- Northwestern Mutual Wealth Management CompanyMay 2020 to Sep 2023
- Mitchell BeerMay 2019 to Sep 2023
- Northwestern Mutual Investment Services LLCMay 2019 to Sep 2023
- Northwestern Mutual Life Insurance CompanyAug 2018 to Apr 2019
- Pepperdine UniversityAug 2015 to Apr 2019
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6992449
- Firm CRD
- 111147