JB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
Fee Structure
This brochure does not contain any fee information. Please refer to EPI Financial Group LLC's brochure for fee details.
Areas of Practice
Insurance PlanningEstate Planning
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Advisor Information
Office location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an insurance agent with EPI Protection, LLC since 2020. This activity takes about half of his time, both during and outside of securities trading hours.
Employment History
Current Registrations
Epi Financial Group
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
State Farm Investment Management CORP.
November 2019 - April 2020 · 5 mos
State Farm Vp Management CORP.Broker
August 2008 - April 2020 · 11 yrs 8 mos
Banc One Securities CorporationBroker
March 2000 - May 2001 · 1 yr 2 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.