Phoenix – Biltmore, Arizona Office

3131 East Camelback Road
#135
Phoenix, AZ 85016

Phone: (602) 795-7600

Fax: (602) 795-7601

Jared Lopez

Jared Lopez, CFA

Portfolio Manager

  • Jared Lopez is a Portfolio Manager with EP Wealth Advisors and has over 8 years of professional experience in the investment industry.

  • Previous to EP Wealth, Jared was a Portfolio Manager at First Bank where he was responsible for managing investment and fiduciary accounts as well as advising clients in asset allocation and investment options. Jared also served on the investment committee where he contributed to the firms best thinking on investments for client portfolios. Jared is a Chartered Financial Analyst and is also a member of the CFA Society of Orange County.

  • He is a graduate of the University of Nevada Reno with a Bachelor of Science degree in Finance. To further his education, Jared is an MBA candidate at UCLA Anderson School of Management in Los Angeles, California for the class of 2023.

  • Outside of work Jared can be found outdoors playing golf or going on hikes throughout Orange County.

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