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Jordan Loo Email & Phone Number
Senior Data Operations Associate
at
EP Wealth Advisors
1 work email found
@epwealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Data Operations Associate
Location
Los Angeles, California, United States
Company size
Who is Jordan Loo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jordan Loo is listed as Senior Data Operations Associate at EP Wealth Advisors, a with 516 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at epwealth.com and a matched LinkedIn profile for Jordan Loo.
Jordan Loo previously worked as Data Operations Associate at Ep Wealth Advisors and Data Operations Associate at Ep Wealth Advisors. Jordan Loo holds Bachelor Of Arts - Ba, Finance And Financial Management Services, Graduated from California State University, Fullerton.
Company email context
Email format at EP Wealth Advisors
This section adds company-level context without repeating Jordan Loo's masked contact details.
{first_initial}{last}@epwealth.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jordan Loo. Compare company email patterns before reaching out.
Profile bio
About Jordan Loo
Jordan Loo is a Senior Data Operations Associate at EP Wealth Advisors.
Current workplace
Jordan Loo's current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
7 roles
Jordan Loo work experience
A career timeline built from the work history available for this profile.
Data Operations Associate
Current
May 2022 - Present
Data Operations Associate
Current
May 2022 - Present
Investment Analyst
- Collaborate with 16 other analysts to manage $4 million among three portfolios and surpass benchmarks outlined in the investment policy statement- Maintain a comprehensive understanding of the market environment through exhaustive research- Assemble buy/sell reports by top-down analysis, thorough analysis of target firm, and utilization of Factset and Seeking Alpha
May 2021 - May 2022
Fixed Income Analyst
- Analyzed current market conditions for potential investment opportunities- Wrote investment report to align $85,000 portfolio with organization’s long-term goals- Discussed fixed income investment strategies with fellow analysts that can be used for our portfolio
Jan 2021 - May 2021
Intern
Winkworth Wealth Strategies, Rjfs
- Constructed stock profiles to compare potential opportunities- Organized client files in preparation for audits- Analyzed morning market news and communicate essential information to manager
Feb 2021 - Apr 2021
Sales Associate
- Developed customer service skills by engaging with repeating customers- Responded to customer issues by communicating and offering solutions- Worked in team environments under pressure to ensure orders come out on time- Operated cash register by processing transactions up to $100
Mar 2019 - Mar 2020
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 516 employees →
SG
Sara Gardner, Cfp® Vp, Wealth Advisor
Colleague at Ep Wealth AdvisorsDenver Metropolitan Area, United States
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BR
Brad Robinson, Cfa, Cfp®
Colleague at Ep Wealth AdvisorsMarietta, Georgia, United States
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AW
Austin Warren, Mba
Colleague at Ep Wealth AdvisorsCharlotte, North Carolina, United States
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LD
Lucas D. Karasch, Cfp®
Colleague at Ep Wealth AdvisorsSan Diego, California, United States
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BH
Brian H. Wilde, Cfp®
Colleague at Ep Wealth AdvisorsPocatello, Idaho, United States
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BC
Bill Corcoran
Colleague at Ep Wealth AdvisorsBoston, Massachusetts, United States
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AC
Aleksandr Chkadua, Cfp®
Colleague at Ep Wealth AdvisorsMarina Del Rey, California, United States
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AM
Ana Mercado
Colleague at Ep Wealth AdvisorsTorrance, California, United States
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KJ
Kelly Johnson, Fpqp®️
Colleague at Ep Wealth AdvisorsLittleton, Colorado, United States
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TP
Tyler Petersen, Cfp®
Colleague at Ep Wealth AdvisorsUnited States
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Sara Gardner, Cfp® Vp, Wealth Advisor
Colleague at Ep Wealth AdvisorsDenver Metropolitan Area, United States
View →
BR
Brad Robinson, Cfa, Cfp®
Colleague at Ep Wealth AdvisorsMarietta, Georgia, United States
View →
AW
Austin Warren, Mba
Colleague at Ep Wealth AdvisorsCharlotte, North Carolina, United States
View →
LD
Lucas D. Karasch, Cfp®
Colleague at Ep Wealth AdvisorsSan Diego, California, United States
View →
BH
Brian H. Wilde, Cfp®
Colleague at Ep Wealth AdvisorsPocatello, Idaho, United States
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BC
Bill Corcoran
Colleague at Ep Wealth AdvisorsBoston, Massachusetts, United States
View →
AC
Aleksandr Chkadua, Cfp®
Colleague at Ep Wealth AdvisorsMarina Del Rey, California, United States
View →
AM
Ana Mercado
Colleague at Ep Wealth AdvisorsTorrance, California, United States
View →
KJ
Kelly Johnson, Fpqp®️
Colleague at Ep Wealth AdvisorsLittleton, Colorado, United States
View →
TP
Tyler Petersen, Cfp®
Colleague at Ep Wealth AdvisorsUnited States
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1 education record
Jordan Loo education
FAQ
Frequently asked questions about Jordan Loo
Quick answers generated from the profile data available on this page.
What company does Jordan Loo work for?
Jordan Loo works for EP Wealth Advisors.
What is Jordan Loo's role at EP Wealth Advisors?
Jordan Loo is listed as Senior Data Operations Associate at EP Wealth Advisors.
What is Jordan Loo's email address?
AeroLeads has found 1 work email signal at @epwealth.com for Jordan Loo at EP Wealth Advisors.
Where is Jordan Loo based?
Jordan Loo is based in Los Angeles, California, United States while working with EP Wealth Advisors.
What companies has Jordan Loo worked for?
Jordan Loo has worked for Ep Wealth Advisors, Titan Capital Management, Csuf Student Managed Investment Fund, Winkworth Wealth Strategies, Rjfs, and Protein Lab.
Who are Jordan Loo's colleagues at EP Wealth Advisors?
Jordan Loo's colleagues at EP Wealth Advisors include Sara Gardner, Cfp® Vp, Wealth Advisor, Brad Robinson, Cfa, Cfp®, Austin Warren, Mba, Lucas D. Karasch, Cfp®, and Brian H. Wilde, Cfp®.
How can I contact Jordan Loo?
You can use AeroLeads to view verified contact signals for Jordan Loo at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jordan Loo attend?
Jordan Loo holds Bachelor Of Arts - Ba, Finance And Financial Management Services, Graduated from California State University, Fullerton.
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