James Nevers, Cfp®
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James Nevers, Cfp® Email & Phone Number

Partner at EP Wealth Advisors
Location: Kirkland, Washington, United States 4 work roles 3 schools
1 work email found @epwealth.com 2 phones found area 530 and 425 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@epwealth.com
Direct phone (530) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Partner
Location
Kirkland, Washington, United States
Company size
138 employees

Who is James Nevers, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

James Nevers, Cfp® is listed as Partner at EP Wealth Advisors, a with 138 employees, based in Kirkland, Washington, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 530, 425, and a matched LinkedIn profile for James Nevers, Cfp®.

James Nevers, Cfp® previously worked as Senior Advisor at Soundmark Wealth Management, Llc and Officer at Army National Guard. James Nevers, Cfp® holds Masters Of Science, Financial Planning from Texas Tech University.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating James Nevers, Cfp®'s masked contact details.

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

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Profile bio

About James Nevers, Cfp®

James Nevers, Cfp® is a Partner at EP Wealth Advisors. He possess expertise in manufacturing, continuous improvement, product development, lean manufacturing, strategic planning and 44 more skills.

Listed skills include Manufacturing, Continuous Improvement, Product Development, Lean Manufacturing, and 45 others.

Current workplace

James Nevers, Cfp®'s current company

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

EP Wealth Advisors
Ep Wealth Advisors
Partner
torrance, california, united states
Website
epwealth.com
Employees
138
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Company profile
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4 roles

James Nevers, Cfp® work experience

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

Partner

Current
Ep Wealth Advisors

Kirkland, Washington, United States

Dec 2021 - Present

Senior Advisor

Soundmark Wealth Management, Llc
Jun 2012 - Dec 2021

Client Services Intern

Morgan Stanley Smith Barney

Spokane, Washington Area

Client Services Intern to Vice President of Wealth Management at MSSB with over $180 Million AUM.

Jun 2008 - Sep 2008
Team & coworkers

Colleagues at EP Wealth Advisors

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

BW Brooke Wadsworth, Cpa/Pfs Brooke Wadsworth, Cpa/Pfs Colleague at Ep Wealth AdvisorsSt George, Utah, United States View → JO Julie O’Rourke, Mba, Cfp® Julie O’Rourke, Mba, Cfp® Colleague at Ep Wealth AdvisorsSan Francisco Bay Area, United States View → JW Joan Wenglikowski, Cfp® Joan Wenglikowski, Cfp® Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → AM Ana Mercado Ana Mercado Colleague at Ep Wealth AdvisorsTorrance, California, United States View → SM Sage Mattson Sage Mattson Colleague at Ep Wealth AdvisorsWoodland, California, United States View → OE Omar Elsabbagh Omar Elsabbagh Colleague at Ep Wealth AdvisorsLos Angeles, California, United States View → AG Ashley Galien Ashley Galien Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → JA J. Aldus Simmons J. Aldus Simmons Colleague at Ep Wealth AdvisorsBuena Vista, Virginia, United States View → TW Timothy Wiand, Cfp®, Ea Timothy Wiand, Cfp®, Ea Colleague at Ep Wealth AdvisorsElverson, Pennsylvania, United States View → CJ Chuck Johnson, Cfp® Chuck Johnson, Cfp® Colleague at Ep Wealth AdvisorsNewburyport, Massachusetts, United States View →
3 education records

James Nevers, Cfp® education

Masters Of Science, Financial Planning

Texas Tech University

Activities and Societies: Personal Financial Planning Association - Active member 2011-2012The Master's degree in Personal Financial.

Masters Certificate, Charitable Financial Planning

Texas Tech University

The Texas Tech Masters Certificate in Charitable Financial Planning - Focusing on Advanced Charitable Planning, Research and Marketing.

FAQ

Frequently asked questions about James Nevers, Cfp®

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

What company does James Nevers, Cfp® work for?

James Nevers, Cfp® works for EP Wealth Advisors.

What is James Nevers, Cfp®'s role at EP Wealth Advisors?

James Nevers, Cfp® is listed as Partner at EP Wealth Advisors.

What is James Nevers, Cfp®'s email address?

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

What is James Nevers, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 530, 425 for James Nevers, Cfp® at EP Wealth Advisors.

Where is James Nevers, Cfp® based?

James Nevers, Cfp® is based in Kirkland, Washington, United States while working with EP Wealth Advisors.

What companies has James Nevers, Cfp® worked for?

James Nevers, Cfp® has worked for Ep Wealth Advisors, Soundmark Wealth Management, Llc, Army National Guard, and Morgan Stanley Smith Barney.

Who are James Nevers, Cfp®'s colleagues at EP Wealth Advisors?

James Nevers, Cfp®'s colleagues at EP Wealth Advisors include Brooke Wadsworth, Cpa/Pfs, Julie O’Rourke, Mba, Cfp®, Joan Wenglikowski, Cfp®, Ana Mercado, and Sage Mattson.

How can I contact James Nevers, Cfp®?

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

What schools did James Nevers, Cfp® attend?

James Nevers, Cfp® holds Masters Of Science, Financial Planning from Texas Tech University.

What skills is James Nevers, Cfp® known for?

James Nevers, Cfp® is listed with skills including Manufacturing, Continuous Improvement, Product Development, Lean Manufacturing, Strategic Planning, Process Improvement, Team Building, and Negotiation.

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