Profile
Kevin Jon Ashworth worked as a Managing Director of Investments & Partner at EP Wealth Advisors LLC from 2004 to 2024.
Prior to that, he was a Portfolio Manager & Equity Analyst at Wells Fargo Bank Nebraska, NA.
In 2001, he briefly worked as a Portfolio Manager at Jess S.
Morgan & Co., Inc. Mr. Ashworth completed his undergraduate degree at The California State University in 1994.
Former positions of Kevin Ashworth
| Companies | Position | End |
|---|---|---|
EP Wealth Advisors LLC
 EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Director of Investments | 13/03/2024 |
Jess S. Morgan & Co., Inc.
 Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Portfolio Manager-Equities | 31/12/2001 |
Wells Fargo Bank Nebraska, NA
 Wells Fargo Bank Nebraska, NA Major BanksFinance Headquartered in Omaha, Nebraska, Wells Fargo Bank Nebraska NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Corporate Officer/Principal | - |
Training of Kevin Ashworth
| The California State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
EP Wealth Advisors LLC
EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
Jess S. Morgan & Co., Inc.
Jess S. Morgan & Co., Inc. Investment ManagersFinance Jess S. Morgan & Co., Inc. (JSMCO) is a wealth management firm headquartered in Los Angeles, California. The firm was founded in 1967 by Jess S. Morgan and Wallace D. Franson. In 2022, they were acquired by NFP Corp., ultimately held by NFP Holdings LLC. JSMCO manages investment portfolios for high net worth clients. | Finance |
Wells Fargo Bank Nebraska, NA
Wells Fargo Bank Nebraska, NA Major BanksFinance Headquartered in Omaha, Nebraska, Wells Fargo Bank Nebraska NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services. | Finance |
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