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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JASON HYRUM TAYLOR

Advisor at EP WEALTH ADVISORS

Denver, CO | TORRANCE, CA

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Search this name across graphsid dfx:ria:057f382b-ea1b-8f8b-94c0-b2bf37a76ba7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Jan 11, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EP WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 31, 2015
First registration: Jan 11, 2017
Dual registered: no
IAPD individual key: 6559805

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EP WEALTH ADVISORS	Independent wealth	Jun 3, 2026	n/a	yes	Denver, CO\|TORRANCE, CA	Current employment
Farther	Independent wealth	Feb 27, 2024	Jun 1, 2026	no	Thornton, CO\|SAN FRANCISCO, CA	Previous registration
STRATEGIC WEALTH INVESTMENT GROUP, LLC	Independent wealth	Nov 10, 2022	Feb 26, 2024	no	Bellevue, WA\|LOUISVILLE, KY	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Oct 16, 2022	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 11, 2017	Jul 13, 2018	no	SALT LAKE CITY, UT\|BROOMFIELD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Farther	EP WEALTH ADVISORS	Jun 1, 2026	Jun 3, 2026	2	Firm change	RIA to RIA
STRATEGIC WEALTH INVESTMENT GROUP, LLC	Farther	Feb 26, 2024	Feb 27, 2024	1	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC WEALTH INVESTMENT GROUP, LLC	Oct 16, 2022	Nov 10, 2022	25	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (5)

→ EP WEALTH ADVISORSRegistered adviserregistration: current employment
Jun 3, 2026 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Feb 27, 2024 to Jun 1, 2026factForm ADV
→ STRATEGIC WEALTH INVESTMENT GROUP, LLCRegistered adviserregistration: previous registration
Nov 10, 2022 to Feb 26, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Oct 16, 2022factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 11, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
Jason Hyrum Taylor left Farther for Ep Wealth Advisors (registered 2026-06-03)
Form ADVobserved 4 days ago
Occurred
Feb 26, 2024
Advisor changed firm
Jason Hyrum Taylor left Strategic Wealth Investment Group, Llc for Farther (registered 2024-02-27)
Form ADVobserved 4 days ago
Occurred
Oct 16, 2022
Advisor changed firm
Jason Hyrum Taylor left Fidelity Personal And Workplace Advisors for Strategic Wealth Investment Group, Llc (registered 2022-11-10)
Form ADVobserved 4 days ago