Investment adviser representative · Ep Wealth Advisors
Jon D. Moore
CRD 2271739 · Littleton, CO
At a glance
Jon D. Moore is an investment adviser representative with Ep Wealth Advisors in Littleton, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jon’s SEC record dates to 1997, about 29 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Ep Wealth AdvisorsSince August 2015Littleton, CO · $45B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.