Director · EPG Incorporated
Jonathan A. Rankin
CRD 2279702 · Named on Form ADV at one SEC-registered adviser
At a glance
EPG Incorporated, an SEC-registered asset manager based in Framingham, MA with $3.2 billion in regulatory assets, lists Jonathan A. Rankin on its Form ADV as Director, a control person.
Firms and roles
- EPG IncorporatedDirectorAsset manager · Framingham, MA · $3.2B in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Stella W. PangShareholder, EPG Incorporated
- Allan R. DwyerShareholder, EPG Incorporated
- David L. ThomasPresident, Director, EPG Incorporated
- Daniel B. DubeChief Compliance Officer, EPG Incorporated
- Mary-Laura GreelyDirector, EPG Incorporated
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.