Jose Carlos Lopez
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$45.1BFirm assets
Are you Jose Carlos Lopez? Claim your profile
Contact this firm
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
10 years in the industry.
- Ep Wealth Advisors, LLCOct 2021 to now
- Wilson Financial AdvisorsJul 2020 to Dec 2020
- JP Morgan Chase & CoJan 2020 to Oct 2021
- Cal State University FullertonSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7965753
- Firm CRD
- 111147