Jack Curran, Cfp®
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Jack Curran, Cfp® Email & Phone Number

Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate at EP Wealth Advisors
Location: San Diego, California, United States 5 work roles 4 schools
1 work email found @epwealth.com 1 phone found area 617 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@epwealth.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate
Location
San Diego, California, United States
Company size
138 employees

Who is Jack Curran, Cfp®? Overview

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Quick answer

Jack Curran, Cfp® is listed as Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate at EP Wealth Advisors, a with 138 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 617, and a matched LinkedIn profile for Jack Curran, Cfp®.

Jack Curran, Cfp® previously worked as Vice President, Advisor at Ep Wealth Advisors and Wealth Advisor at Ep Wealth Advisors. Jack Curran, Cfp® holds Master Of Business Administration - Mba, 2021 - 2025 (Expected) from Isenberg School Of Management, Umass Amherst.

Company email context

Email format at EP Wealth Advisors

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*@epwealth.com
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AeroLeads found 1 current-domain work email signal for Jack Curran, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jack Curran, Cfp®

Jack Curran, Cfp® is a Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate at EP Wealth Advisors. He possess expertise in customer service, microsoft office, public speaking, microsoft excel, microsoft word and 10 more skills.

Listed skills include Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, and 11 others.

Current workplace

Jack Curran, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate
torrance, california, united states
Website
epwealth.com
Employees
138
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Company profile
View company profile Email format
5 roles

Jack Curran, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President, Advisor

Current
Ep Wealth Advisors

San Diego, California, United States

May 2024 - Present

Wealth Advisor

Ep Wealth Advisors

San Diego, California, United States

Oct 2021 - May 2024

Internal Consultant

Eaton Vance

Boston, Massachusetts, United States

Responsible for marketing Morgan Stanley and Eaton Vance investment offerings; Mutual Funds, Separately Managed Accounts, and solutions for High Net Worth Individuals to independent, brokerage, and financial institutions throughout California.

Nov 2018 - Oct 2021

Mutual Fund Services And Sales Support Representative

Eaton Vance

Responded to account and product inquiries from shareholders and registered representatives regarding mutual fund accounts and Eaton Vance investment products.

Jan 2018 - Oct 2018

Investment Analyst And Portfolio Management Intern

Reynders, Mcveigh Capital Management, Llc.

Boston, Massachusetts, United States

At Reynders, McVeigh Capital Management, I worked alongside analysts, researchers, and portfolio managers to implement investment strategies tailored to clients’ individual needs and values.

Aug 2014 - Aug 2016
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

MC Michael C. Goldman, Ma, Cfp® Michael C. Goldman, Ma, Cfp® Colleague at Ep Wealth AdvisorsPortland, Maine, United States View → NB Nicholas Barrett Nicholas Barrett Colleague at Ep Wealth AdvisorsLos Angeles, California, United States View → RB Rick Bryan, Cfp® Rick Bryan, Cfp® Colleague at Ep Wealth AdvisorsSeattle, Washington, United States View → VY Viola Yan Viola Yan Colleague at Ep Wealth AdvisorsIrvine, California, United States View → ET Elizabeth Tiberi Elizabeth Tiberi Colleague at Ep Wealth AdvisorsGreater Philadelphia, United States View → HD Heather D'Errico Heather D'Errico Colleague at Ep Wealth AdvisorsTorrance, California, United States View → BM Brian Mulvey Brian Mulvey Colleague at Ep Wealth AdvisorsWestwood, Massachusetts, United States View → LV Lauren Valdez Lauren Valdez Colleague at Ep Wealth AdvisorsNewport Beach, California, United States View → WY Will Yalam Will Yalam Colleague at Ep Wealth AdvisorsScottsdale, Arizona, United States View → AM Arthur Molina Arthur Molina Colleague at Ep Wealth AdvisorsCosta Mesa, California, United States View →
4 education records

Jack Curran, Cfp® education

FAQ

Frequently asked questions about Jack Curran, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jack Curran, Cfp® work for?

Jack Curran, Cfp® works for EP Wealth Advisors.

What is Jack Curran, Cfp®'s role at EP Wealth Advisors?

Jack Curran, Cfp® is listed as Vice President, Advisor at EP Wealth Advisors, San Diego | MBA Candidate at EP Wealth Advisors.

What is Jack Curran, Cfp®'s email address?

AeroLeads has found 1 work email signal at @epwealth.com for Jack Curran, Cfp® at EP Wealth Advisors.

What is Jack Curran, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Jack Curran, Cfp® at EP Wealth Advisors.

Where is Jack Curran, Cfp® based?

Jack Curran, Cfp® is based in San Diego, California, United States while working with EP Wealth Advisors.

What companies has Jack Curran, Cfp® worked for?

Jack Curran, Cfp® has worked for Ep Wealth Advisors, Eaton Vance, and Reynders, Mcveigh Capital Management, Llc..

Who are Jack Curran, Cfp®'s colleagues at EP Wealth Advisors?

Jack Curran, Cfp®'s colleagues at EP Wealth Advisors include Michael C. Goldman, Ma, Cfp®, Nicholas Barrett, Rick Bryan, Cfp®, Viola Yan, and Elizabeth Tiberi.

How can I contact Jack Curran, Cfp®?

You can use AeroLeads to view verified contact signals for Jack Curran, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jack Curran, Cfp® attend?

Jack Curran, Cfp® holds Master Of Business Administration - Mba, 2021 - 2025 (Expected) from Isenberg School Of Management, Umass Amherst.

What skills is Jack Curran, Cfp® known for?

Jack Curran, Cfp® is listed with skills including Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Powerpoint, Community Engagement, and Research.

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