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Chief Operating Officer · EP Wealth Advisors

Jorge A Bernal

CRD 5645251 · Named on Form ADV at one SEC-registered adviser

At a glance

EP Wealth Advisors, an SEC-registered wealth manager based in Torrance, CA with $45.1 billion in regulatory assets, lists Jorge A Bernal on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • EP Wealth AdvisorsChief Operating OfficerWealth manager · Torrance, CA · $45B in regulatory assets

AtlasMembers

Jorge’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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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 (7)

2 more people named with Jorge on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jorge’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.