Jason Epps has been an investment adviser representative at KFA Private Wealth Group since October 2015, and is not listed among the firm’s executive officers or direct owners.
Kfa Private Wealth Group, LLC is a Tyson, VA firm with $830M under management, 823 clients and 11 advisers in one office, as of its March 2026 filing.
Jason Epps’ longest registration is the current one, 10 years at KFA Private Wealth Group since 2015. Before joining KFA Private Wealth Group in 2015, Jason Epps was registered through Ameriprise Financial Services, Inc.
- – present · 10 yearsTyson, VA · Adviser representative · Firm CRD 281678
- Ameriprise Financial Services, Inc.– · 10 yearsVienna, VA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jason Epps is registered as an investment adviser representative in 2 states. Each was approved in October 2015.
- TexasSince 29 October 2015
- VirginiaSince 29 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 August 2005 |
| Series 7 | General Securities Representative Examination | 8 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Douglas Epps
- CRD
- 4949698
- Firm
- KFA Private Wealth Group · CRD 281678
- Office
- 8350 BROAD ST., SUITE 220, Tyson, VA 22102-5151
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Epps work?
Jason Epps is an investment adviser representative registered through Kfa Private Wealth Group, LLC since October 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jason Epps a financial advisor?
Yes. Jason Epps has a current investment-adviser registration in Texas and Virginia, through KFA Private Wealth Group since October 2015.
How many years of experience does Jason Epps have?
Jason Epps has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has Jason Epps passed?
Jason Epps has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2005. FINRA credited Jason Epps with the SIE, which began in October 2018.
Where is Jason Epps based?
Jason Epps’ registered office is in Tyson, VA.
Is Jason Epps registered with FINRA?
No. Jason Epps has no current broker registration.
How can I verify Jason Epps’ record?
Search CRD 4949698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Epps’ full registration record.
