Connor Jorgenson
Investment adviser representative at Ep Wealth Advisors
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Ep Wealth Advisors, LLCJan 2025 to now
- University of WyomingOct 2022 to Dec 2023
- D.A Davidson & CoJul 2022 to Jan 2025
- The Storage Builders LLCMay 2021 to Aug 2021
- Frontier Asset ManagementMay 2019 to Aug 2019
- University of WyomingSep 2018 to May 2022
- UnemployedMay 2018 to Aug 2018
- Sheridan HighschoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
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
- 7592210
- Firm CRD
- 111147