Jonathan A. Rankin

EPG

Framingham, MA 01701

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CRD#: 2279702

Professional summary

Jonathan Alan Rankin, who also goes by Jon Rankin, is a registered financial advisor currently at EPG INCORPORATED located in Framingham, Massachusetts.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Rankin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Alan Rankin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 28, 2017 - Present

EPG INCORPORATED

Office #1: 205 Newbury Street Suite 403, Framingham, MA 01701

RIA

CRD#: 106821

Framingham, MA

Past

January 3, 2006 - January 2, 2014

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753

BURLINGTON, MA

Past

February 20, 2002 - August 17, 2005

CREDIT UNION BROKERAGE SERVICES, INC.

CRD#: 37548

AUBURN, MA

Past

May 13, 1997 - June 6, 2000

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

January 11, 1994 - April 1, 1997

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

November 9, 1992 - February 12, 1993

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 9, 1992 - February 12, 1993

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EPG INCORPORATED

E.P.G., INCORPORATED | EPG INCORPORATED | EPG INC | EASTERN PORTFOLIO ADVISORS

CRD#: 106821 / SEC#: 801-51518

RIA

Registered Investment Advisory firm - (3/1/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/12/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/10/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/3/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 11/6/2003

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/11/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 6/6/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

EPG INCORPORATED

E.P.G., INCORPORATED | EPG INCORPORATED | EPG INC | EASTERN PORTFOLIO ADVISORS

CRD#: 106821 / SEC#: 801-51518

RIA

Registered Investment Advisory firm - (3/1/1996 Approved)

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Contact information

Main Address

205 Newbury Street Suite 403, Framingham, MA 01701

Mailing Address

Phone number

(781) 235-2666

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPG ADV PART II BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 3,477,266,118

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan A. Rankin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Alan Rankin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CU INVESTMENT SOLUTIONS LLC

CREDIT UNION BROKERAGE SERVICES, INC.

NATIXIS DISTRIBUTION, LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EPG INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/2016

Series 63

Date: 11/10/1992

Series 7

Date: 11/3/1992

Series 27

Date: 11/6/2003

Series 24

Date: 6/11/2002

Series 26

Date: 6/6/1997

Current Firm

EPG INCORPORATED

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EPG INCORPORATED

TRUST BUT VERIFY

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