Ian Mark Clemens
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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 LLCSep 2024 to now
- Cornercap Investment CounselJan 2022 to Sep 2024
- Jon Baker Financial GroupJan 2021 to Sep 2024
- Cwm, LLCJan 2021 to Dec 2021
- BrightworthSep 2015 to Jan 2021
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, GA).
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
- 7126754
- Firm CRD
- 111147