Ethan Matkin (CRD# 5836898) is an Investment Advisor Representative working at Ep Wealth Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ep Wealth Advisors | Torrance, CA | Aug 2021 - Current | 2 |
| Mass Mutual Life Insurance Company | Newport Beach, CA | Nov 2015 - Aug 2021 | 5 |
| Alpha Cubed Investments | Irvine, CA | Nov 2019 - Jul 2021 | 1 |
| Mml Investors Services | Newport Beach, CA | Jan 2016 - Nov 2019 | 3 |
| The Certus Financial Group/tcfg Wealth Management, LLC | Newport Beach, CA | Jul 2014 - Sep 2015 | 1 |
| Bank Of America, N.a. | Los Angeles, CA | Apr 2013 - Jul 2014 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pasadena, CA | Aug 2012 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- CA
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Total Assets Under Management22,321MILLIONS
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Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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