Jaunell Silvera

Wealth Advisory Coordinator

Torrance, California

Jaunell serves as a Wealth Advisory Coordinator, supporting advisors in the preparation, execution, and follow-through of client service and planning work. Her role includes helping prepare for client meetings, coordinating account-related requests, organizing client information, and supporting the planning process so advisors can serve clients with clarity and care.
She joined EP Wealth Advisors in 2022, bringing nearly a decade of experience in data analytics and business intelligence. She applies that analytical background to her role, combining curiosity, organization, and a people-centered approach to problem-solving. Her interest in wealth management was shaped by an early understanding of the impact financial stability can have on individuals and families, inspiring her to pursue a career focused on helping others build strong financial foundations.
Jaunell earned a Bachelor of Business Administration in Finance from Florida Atlantic University. She also completed UCLA Extension’s Personal Financial Planning Certificate Program as part of her preparation for the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, she enjoys spending time with loved ones, staying active, cooking, and reading. She is actively involved in her faith community and values the role it plays in her life.