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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Francis Nevers is an investment advisor representative with EP Wealth Advisors. James is registered with the state of California and Washington as an Investment Advisor Representative. James has been in the financial industry for over 10 years and has a Series 65 license. James has experience working with individual clients, high net worth individuals, corporations, pension and profit sharing plans and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/10/2022 - Present
EP Wealth Advisors (TORRANCE CA)
IA
Issued 07/27/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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