Jared Lopez Email & Phone Number
Portfolio Manager @ EP Wealth Advisors
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Jared Lopez Location
- California, United States
Jared Lopez Work
- Portfolio Manager @ (January 2022 - Present)
- Wealth Advisor and Portfolio Manager, Assistant Vice President @ (October 2018 - January 2022)
- Portfolio Analyst @ (April 2017 - October 2018)
- Senior Client Service Representative @ (June 2015 - April 2017)
- Intern @ (October 2014 - June 2015)
Jared Lopez Education
- UCLA Anderson School of Management
Master of Business Administration - MBA
2020-2023 - University of Nevada, Reno
Bachelor of Science - BS (Finance)
2011-2014
Jared Lopez Summary
- Jared Lopez, based in California, United States, is currently a Portfolio Manager at EP Wealth Advisors. Jared Lopez brings experience from previous roles at First Bank, BNY Mellon, Capital Group | American Funds and Nevada State Bank. Jared Lopez holds a 2020 - 2023 Master of Business Administration - MBA @ UCLA Anderson School of Management. Jared Lopez has 2 emails and 1 mobile phone numbers on RocketReach.
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