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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