Jonathan Rankin (CRD# 2279702) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 31 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epg Incorporated | Wellesley, MA | Jan 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- MA
-
Total Assets Under Management3,629MILLIONS
-
Total Number of Accounts78ACCOUNTS
-
Average Account Value$46,532,016
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
MA, NH
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