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.

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

Dec 11, 1985earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S63|S65

First exam

Dec 11, 1985

First registration

Feb 24, 2006

Dual registered

no

IAPD individual key

1415074

• Occurred

  Apr 10, 2023
  Advisor changed firm

  Jeffrey Irving Lehman left Lehman Financial Resources for Ep Wealth Advisors (registered 2023-04-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7d0b433c-e05f-e667-9d90-34f23cda8973

First observed

Feb 24, 2006

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.