Jimmy Epley, financial advisor Las Vegas NV
93 score

Jimmy Epley

CRD Number: 4487842
Current Firm: H.d. Vest Advisory Services, Inc.

Jimmy Epley (CRD# 4487842) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Las Vegas, NV and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hd Vest Insurance Company Inc. Irving, TX Mar 2016 - Current < 1
Hd Vest Insurance Company Inc. Irving, TX Mar 2016 - Current < 1
Hd Vest Investment Services Las Vegas, NV Sep 2015 - Current 1
Hd Vest Insurance Agency, Inc. Irving, TX Sep 2015 - Current 1
Hd Vest Advisory Services Las Vegas, NV Sep 2015 - Current 1
Jd's Tax & Financial Solutions Las Vegas, NV Jan 1997 - Current 19
Transamerica Financial Advisors, Inc. Las Vegas, NV Jan 2012 - Sep 2015 3
Nevada Society Of Enrolled Agents Las Vegas, NV Jan 2002 - Jun 2015 13
World Financial Group Inc. Las Vegas, NV Oct 2011 - Sep 2012 < 1
World Group Securities Inc. Las Vegas, NV Dec 2011 - Jan 2012 < 1
Investment Advisors International Inc. Las Vegas, NV Dec 2011 - Jan 2012 < 1
H. D. Vest Advisory Services Las Vegas, NV Aug 2004 - Dec 2011 7
H .d. Vest Investment Services N. Las Vegas, NV Dec 2001 - Dec 2011 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Jimmy D. Epley
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • NV
  • TX
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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