Valencia, California Office

27441 Tourney Road
#140
Valencia, CA 91355

Phone: (310) 543-4559

Fax: (661) 584-4386

Amanda Jones [Valencia}

Amanda Jones

Senior Client Relationship Associate

Valencia, California

  • Amanda Jones had more than eight years of experience in the financial industry when she joined EP Wealth Advisors in 2022.

  • This includes more than six years in her previous position as Vice President of Operations at California Educators Financial and Insurance Services. Amanda is a detail-oriented professional who enjoys building connections with clients and earning their trust. She’s dedicated to supporting their financial well-being by efficiently handling custodian account needs ranging from establishing accounts to expediting transactions and transfers.

  • In her non-financial life, Amanda is at home in the outdoors, whether it’s beach days or trips to the snow, hiking or camping in the desert. A fan of live music, she’s an avid concert-goer—especially country. For the past eight years, she has been involved with the local “Relay for Life” in honor of her late mother.

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