Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaymz? Claim Your ProfileJaymz McStowe is a financial advisor with EP Wealth Advisors. Jaymz is a CERTIFIED FINANCIAL PLANNER™ professional. Jaymz has been in the financial services industry for over 5 years. Prior to joining EP Wealth Advisors, Jaymz worked at Pruco Securities LLC, J.P. Morgan Securities LLC, and Richard Brothers Securities. Jaymz holds the Series 66, Series 7, and SIE licenses. Jaymz also has a strong background in financial education and has volunteered with Junior Achievement of Maine. Jaymz has a broad base of experience serving individuals, families, businesses, and retirement plans.
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
01/01/2025 - Present
EP Wealth Advisors (TORRANCE CA)
ME
08/26/2022 - 04/04/2023
PRUCO SECURITIES, LLC. (Portland ME)
ME
02/11/2021 - 08/20/2022
J.P. MORGAN SECURITIES LLC (Portland ME)
ME
09/17/2018 - 12/05/2019
RICHARD BROTHERS SECURITIES (SOUTH PORTLAND ME)
BOTH
Issued 01/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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