EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
9yrs
Jonathan Bacon has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Torrance, California. Jonathan has been with EP Wealth Advisors since 2025; before that, Jonathan spent three years at Harris Financial Advisors. Jonathan holds the CFP® designation.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office25500 Hawthorne Blvd., Suite 1030, Torrance, CA 90503
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.14 million
Advisors at the firm338
States licensed ?1 state
Services through EP Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Nov 2025 – nowEP Wealth AdvisorsCurrent firm
- 2018 – 2020Harris Financial Advisors, Inc.Previously
Contact Jonathan
(310) 543-4559EP Wealth Advisors main office 25500 Hawthorne Blvd., Suite 1030Torrance, CA 90503Office · Get directions LinkedIn pageEP Wealth Advisors
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call EP Wealth Advisors at (310) 543-4559 and ask for Jonathan Bacon. Jonathan works from the Torrance, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
EP Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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