Jimmy Epley (CRD# 4487842) is an Investment Advisor Representative working at Avantax Advisory Services in Las Vegas, NV and has over 22 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jd's Wealth Management Group, LLC | Las Vegas, NV | Oct 2015 - Current | 8 |
Avantax Investment Services, Inc. | Las Vegas, NV | Sep 2015 - Current | 8 |
Avantax Insurance Agency, LLC | Las Vegas, NV | Sep 2015 - Current | 8 |
Avantax Advisory Services | Las Vegas, NV | Sep 2015 - Current | 8 |
Church Of Scientology Nevada | Las Vegas, NV | Dec 2018 - Oct 2020 | 1 |
H&r Block | Las Vegas, NV | Jan 1997 - Jul 2020 | 23 |
Jd's Tax & Financial Solutions | Las Vegas, NV | Jan 1997 - Oct 2016 | 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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2002 |
S65 | NASAA Investment Advisors Law Examination | Aug 2004 |
- NV
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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