Unclaimed Profile

Jonathan Alan Rankin

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts

Series 7, Series 24, Series 26, Series 27, Series 63, Series 65Clean record9 years registeredE.P.G., INCORPORATED

205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 2279702Firm CRD# 106821

Profile Verification

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

Identity

Jonathan Alan Rankin · FRAMINGHAM, MA

Registration

CRD #2279702 · E.P.G., INCORPORATED · 9 years registered

Brand Profile

Not yet started

Career History

EPG INCORPORATED

Feb 2017 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 26

Series 27

Series 63

Series 65

Registration record

First registered · February 28, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

E.P.G., INCORPORATED

CRD 106821 · SEC 801-51518

AUM

$3.6B

Regulatory assets under management

Employees

78 client accounts

Services offered by E.P.G., INCORPORATED

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at E.P.G., INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Jonathan Alan Rankin offer?

Jonathan Alan Rankin specializes in Investment Management, Wealth Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.

What are Jonathan Alan Rankin's credentials?

Jonathan Alan Rankin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Alan Rankin located?

Jonathan Alan Rankin is based in FRAMINGHAM, Massachusetts, working with E.P.G., INCORPORATED. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.

How does Jonathan Alan Rankin charge for services?

Jonathan Alan Rankin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is E.P.G., INCORPORATED?

E.P.G., INCORPORATED has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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