Josh Epperson Email and Phone Number
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This information is intended for use by residents of AZ, CA, CO, FL, GA, IA, ID, IL, MA, MI, MO, MT, NC, NV, NY, OH, OR, SD, TX, UT, VA, WA, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Wells Fargo Advisors
View- Website:
- wellsfargoadvisors.com
- Employees:
- 15127
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Financial AdvisorWells Fargo Advisors Nov 2018 - PresentProvo, Utah Area
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Real Estate InvestorEpperson Ventures, Llc Apr 2015 - PresentUtah And Salt Lake CountyCurrently looking to build up my real estate portfolio with the goal to have 40 units owned. I've started with a few duplexes and am currently looking at any multi-family property 2-4. At some point in the near future I also hope to utilize a 1031 exchange to own a commercial multi property with 5+ units.
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Vice President - Premier BankerWells Fargo Jan 2014 - Nov 2018Springville - PriceI work one on one with customers with liquid assets above $250,000 to provide solutions to more complex needs like business lending and retirement investments (401k and IRA rollovers, annuities, life insurance, etc). I cover 8 branches from Springville to Price, and coach the retail bankers and branch managers to help set appointments with customers that fit my book of business. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.I am licensed with my series 6, 63, 65, and 7 licenses as well as life insurance through the state of Utah. -
Vice President - Branch ManagerWells Fargo Dec 2011 - Dec 2013Riverton, UtAs a Branch Manager, I developed long lasting relationships with our customers as we strive to provide the most sound financial advice and top notch customer service. I first helped build a team that was struggling to hit sales and service goals into a leader within the state of Utah. Soon thereafter I was promoted to a much larger branch with up to 30 employees and a much larger deposit base, where I was responsible for 80+ million dollars in deposits. During my time I've helped more than 15 people to receive promotions and have managed 100+ people at different times.
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Lead Teller, Banker, Service ManagerWells Fargo Apr 2007 - Dec 2011Throughout Utah County
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InternMassmutual Financial Group May 2010 - Jul 2010As an intern, I received my Life and Health Insurance license and helped generate new clientele for the financial planner with whom I worked.
Josh Epperson Skills
Josh Epperson Education Details
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Brigham Young UniversityEntreprenuership
Frequently Asked Questions about Josh Epperson
What company does Josh Epperson work for?
Josh Epperson works for Wells Fargo Advisors
What is Josh Epperson's role at the current company?
Josh Epperson's current role is Financial Advisor at Wells Fargo Advisors.
What is Josh Epperson's email address?
Josh Epperson's email address is ep****@****ail.com
What is Josh Epperson's direct phone number?
Josh Epperson's direct phone number is +131487*****
What schools did Josh Epperson attend?
Josh Epperson attended Brigham Young University.
What skills is Josh Epperson known for?
Josh Epperson has skills like Leadership, Sales, Finance, Training, Customer Service, Management, Mortgage Lending, Mortgage Banking, Consumer Lending, Loans, Fha, Refinance.
Who are Josh Epperson's colleagues?
Josh Epperson's colleagues are Chris Riddick, Gonzalez Yuniel, 韦覃琛, Hugo Alejandro Albarracin, Kurt R. Wright, Steve Shubert, Keith Major.
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