Jeremy Johnathon Mcmullen
Investment adviser representative at Ep Wealth Advisors
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Ep Wealth Advisors, LLCJan 2026 to now
- Foguth Wealth Management, LLCAug 2023 to Jan 2026
- Truadvice, LLCFeb 2023 to Jan 2026
- Foguth Financial GroupJun 2022 to Jan 2026
- Uhy LLP, CpaMay 2022 to Jun 2022
- Pts CompaniesMay 2021 to May 2022
- Lakelands Country ClubMay 2021 to Aug 2021
- Housing At GvsuAug 2019 to Apr 2021
- GvsuAug 2018 to Apr 2022
- Captain Joe'sApr 2018 to Aug 2018
- Taco BellOct 2017 to Apr 2018
- Not EmployedFeb 2013 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, MI).
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
- 7698868
- Firm CRD
- 111147