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

Oct 18, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S65

First exam

Oct 18, 1994

First registration

Feb 26, 1997

Dual registered

no

Other names

JON MOORE

IAPD individual key

2271739

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8409ff18-17c6-9e14-6efc-a5039841aa20

First observed

Feb 26, 1997

Last observed

Sep 14, 2026 6 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.