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Patrick Eugene Donovan

EP Wealth Advisors

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About Patrick Eugene Donovan

Patrick Donovan is a financial advisor who has been working in the industry since 2006. Patrick is registered with the state of Massachusetts. Previously, Patrick was employed by JP Morgan Securities LLC. Patrick has a Series 7 and Series 66 license. Patrick currently works for EP Wealth Advisors and specializes in retirement planning.

Firm Information

Patrick Donovan 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Patrick Donovan’s Registration & Firm History

CA

01/09/2024 - Present

EP Wealth Advisors (TORRANCE CA)

MA

08/29/2013 - 04/17/2019

J.P. MORGAN SECURITIES LLC (BOSTON MA)

MA

03/06/2009 - 09/05/2013

CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)

MA

09/21/2006 - 03/09/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Eugene Donovan.
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