Jordan David Hubbs
Investment Adviser Representative at EP Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jordan David Hubbs is an investment adviser representative with EP Wealth Advisors in Valencia, CA, where they have been registered since 2023. They have worked in the securities industry since 2022 and were previously registered with Prosperitas Financial, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Prosperitas Financial, LLCAug 2022 – Jul 2023Valencia, CA
- Team Edge, Inc.Apr 2019 – Jul 2023Valencia, CA
- J2 Global, Inc.Jan 2018 – Apr 2019Hollywood, CA
- The Tea GardensJun 2017 – Aug 2017Valencia, CA
- Crossroads Community ChurchSep 2016 – May 2017Valencia, CA
- UnemployedAug 2017 – Jan 2018Valencia, CA
- EP Wealth Advisors, LLC.Jul 2023 – Jan 2025Torrance, CA
- EP Wealth Advisors, LLCJan 2025 – no end date reportedTorrance, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About EP Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 322
- Offices listed on AdvisorFinder:
- 40
- Main office:
- Torrance, CA
- SEC file number:
- 801-29358
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at EP Wealth Advisors
Showing 12 of 322 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jordan David Hubbs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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