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Jorge A Bernal

Chief Operating OfficerEp Wealth Advisors, LLC.CRD 5645251

About Jorge A Bernal

Jorge A Bernal is listed as Chief Operating Officer at Ep Wealth Advisors, LLC. in Torrance, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Ep Wealth Advisors, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jorge A Bernal work?

Jorge A Bernal is listed as Chief Operating Officer at Ep Wealth Advisors, LLC. on SEC Form ADV.

How much of Ep Wealth Advisors, LLC. does Jorge A Bernal own?

Form ADV reports a beneficial ownership band of Under 5%.

Ep Wealth Advisors, LLC.

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2024