Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathon? Claim Your ProfileJonathon Matson is a financial advisor with EP Wealth Advisors, a financial planning firm located in Torrance, California. Jonathon has been in the financial services industry for over 10 years and has experience with various financial planning needs, including retirement planning, college savings, and estate planning. Jonathon holds Series 6, 63, and 65 licenses.
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
08/22/2022 - Present
EP Wealth Advisors (TORRANCE CA)
IA
12/10/2015 - 03/26/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
03/31/2015 - 11/05/2015
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
04/16/2013 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NJ
07/05/2012 - 03/11/2013
ADP BROKER-DEALER, INC. (ROSELAND NJ)
AZ
02/25/2011 - 07/06/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)
AZ
06/02/2010 - 02/25/2011
HARTFORD LIFE DISTRIBUTORS, LLC (PHOENIX AZ)
AZ
07/11/2005 - 10/02/2009
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
IA
Issued 06/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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