Unclaimed Profile

Kevin Jon Ashworth

EP WEALTH ADVISORS, LLC.·TORRANCE, California

Series 7, Series 63Clean record16 years registeredEP WEALTH ADVISORS, LLC.

21535 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 2531835Firm CRD# 111147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Jon Ashworth · TORRANCE, CA

Registration

CRD #2531835 · EP WEALTH ADVISORS, LLC. · 16 years registered

Brand Profile

Not yet started

Career History

DELARME WEALTH MANAGEMENT, INC.

Jan 2025 – present

EP WEALTH ADVISORS

Aug 2009 – Mar 2024

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 26, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EP WEALTH ADVISORS, LLC.

CRD 111147 · SEC 801-29358

AUM

$22.3B

Regulatory assets under management

Employees

392

13,185 client accounts

Services offered by EP WEALTH ADVISORS, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EP WEALTH ADVISORS, LLC. →

Introduction

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Frequently Asked Questions

What services does Kevin Jon Ashworth offer?

Kevin Jon Ashworth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Kevin Jon Ashworth's credentials?

Kevin Jon Ashworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Jon Ashworth located?

Kevin Jon Ashworth is based in TORRANCE, California, working with EP WEALTH ADVISORS, LLC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.

How does Kevin Jon Ashworth charge for services?

Kevin Jon Ashworth's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EP WEALTH ADVISORS, LLC.?

EP WEALTH ADVISORS, LLC. has approximately 392 employees and manages $22.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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