Jonathan Spector, CFP
EP Wealth Advisors, LLC
Certified Financial Planner in Lafayette, CA
https://www.epwealth.com/our-team/lafayette-west/jonathan-spector
Address:3738 Mt Diablo Blvd Ste 201
Lafayette, CA 94549
About Jonathan Spector
Jonathan Spector is a financial professional at EP Wealth Advisors, LLC located in Lafayette, California. Jonathan Spector holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Jonathan Spector provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Jonathan Spector3738 Mt Diablo Blvd Ste 201
Lafayette, CA 94549
Phone Number:
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Website:
https://www.epwealth.com/our-team/lafayette-west/jonathan-spector
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