linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jared Lee Johnson

EP Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jared? Claim Your Profile

About Jared Lee Johnson

Jared Lee Johnson is a financial advisor registered with EP Wealth Advisors in Dallas, Texas. Jared holds the Series 7, 63 and 65 licenses. Jared also holds the Certified Financial Planner designation. Jared is also registered in California. Jared previously worked at TD Ameritrade, Inc. and BANC OF AMERICA INVESTMENT SERVICES, INC., and has been working in the financial industry since 2005.

Firm Information

Jared Johnson is currently registered with EP Wealth Advisors. EP Wealth Advisors is an investment advisory firm headquartered in Torrance, CA. The firm manages over $22 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. EP Wealth Advisors provides a range of services, including financial planning, portfolio management, retirement plan advisory services, and tax preparation. The firm also participates in wrap fee programs.
EP Wealth Advisors

21535 HAWTHORNE BLVD

TORRANCE, CA 90503

$22.32B

Assets Under Management

Not reported

Total Clients

192

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan advisory services & tax preparation services

Retirement plan advisory services & tax preparation services

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jared Johnson’s Registration & Firm History

TX

08/11/2023 - Present

EP Wealth Advisors (DALLAS TX)

TX

03/04/2009 - 01/03/2013

TD AMERITRADE, INC. (FORT WORTH TX)

TX

11/07/2008 - 02/17/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)

TX

03/26/2007 - 10/28/2008

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

03/09/2005 - 02/21/2007

BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)

Not sure if Jared Lee Johnson is right for you?

Licenses & Designations

IA

Issued 04/02/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jared Lee Johnson.
Not sure if Jared Lee Johnson is right for you?