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

Sep 13, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Sep 13, 2004

First registration

Aug 3, 2012

Dual registered

no

Other names

JEFFREY INGRAHAM

IAPD individual key

4829223

• Occurred

  Mar 18, 2026
  Advisor changed firm

  Jeffrey John Ingraham left Manning & Napier Advisors, Llc for Ep Wealth Advisors (registered 2026-04-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:93ff7fc9-0adb-2529-cc9e-a665a63c4d2b

First observed

Aug 3, 2012

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.