AdvisorOS Directory
Claim Profile
JR

Jonathan Alan Rankin

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts
Unclaimed Profile
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 2279702Firm CRD# 106821
01

About

Jonathan Alan Rankin is a registered financial advisor based in FRAMINGHAM, Massachusetts, affiliated with E.P.G., INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
E.P.G., INCORPORATED
EPG INCORPORATED
AUM
$3.6B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at E.P.G., INCORPORATED →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2279702
Firm CRD# 106821
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRAMINGHAM?

Browse all registered financial advisors in FRAMINGHAM, Massachusetts or claim this profile if it's yours.

Browse FRAMINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FRAMINGHAM
Mary-Laura Greely — E.P.G., INCORPORATEDAllan Robert Dwyer — E.P.G., INCORPORATEDMiles Arnone — CANNON CAPITAL, LPStella Wing Chung Pang — E.P.G., INCORPORATEDDaniel Bruce Dube — E.P.G., INCORPORATED
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile