Jasmine Nicole Bair
Investment adviser representative at Ep Wealth Advisors
11 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
11 years in the industry.
- Ep Wealth Advisors, LLCJan 2026 to now
- Longview Asset Management, LLCMar 2025 to Mar 2026
- Usda - US Forest ServiceFeb 2023 to Mar 2025
- Retirement ExtenderAug 2022 to Feb 2023
- Penn StateNov 2021 to Jul 2022
- Berkshire Hathaway Home ServicesJun 2019 to Oct 2021
- Woodforest National BankJul 2018 to Jun 2019
- StarbucksOct 2017 to Jun 2018
- Evergreen Home LoansMay 2017 to Oct 2017
- US NavyOct 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, NM).
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
- 8119204
- Firm CRD
- 111147