Current Position:
Wealth Advisor Associate at EP Wealth AdvisorsExperience:
7 yearsLocation:
Denver, Colorado, United StatesJan 2025 - Current
Jul 2022 - Aug 2024
Jun 2019 - Aug 2019
Feb 2018 - May 2018
Master of Science - MS at University of Wyoming College of Business
Bachelor of Science - BS at University of Wyoming College of Business
High School Diploma at Sheridan High School
Name: EP Wealth Advisors
Speciality: Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management
Location: Torrance, California, United States
Employees: 200-500
HQ Phone: 1-877-590-5424
Description: EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm....
How long has Connor Jorgenson been working as a Wealth Advisor Associate?
Connor Jorgenson's total experience in various companies as a Wealth Advisor Associate 10 months.What is Connor Jorgenson's minimum period of employment in the companies?
Connor Jorgenson's minimum period of employment in various companies is 2 months.What is Connor Jorgenson's average duration of employment for different companies?
On average, Connor Jorgenson works for one company for 10 monthsWhat industries has Connor Jorgenson worked in?
Connor Jorgenson works in the Financial Services. Previously, Connor Jorgenson worked in the Banking.What positions has Connor Jorgenson held before?
Previously, Connor Jorgenson worked as a Client Associate, and Intern.How do I contact Connor Jorgenson?
Connor Jorgenson's email address is c*****j@epwealth.com, phone number is +1-***-***-8527. Sign up to get contact details.Who is the President & CEO of the EP Wealth Advisors?
The President & CEO of the EP Wealth Advisors is Patrick G. GoshtigianWho are Connor Jorgenson's peers at other companies?
Connor Jorgenson's peers at other companies are Keegan Durrance and Kailyn Jang and Ryan BrownFind email for 850M+ professionals