Janice L. Gill

EPIC WEALTH MANAGEMENT LLC

Red Bank, NJ 07701

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CRD#: 6179668

Professional summary

Janice Lynn Gill, who also goes by Janice Lynn Liotti, is a registered financial advisor currently at EPIC WEALTH MANAGEMENT LLC located in Red Bank, New Jersey.

Janice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Janice has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janice Lynn Liotti

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.

Ms. Gill is a licensed insurance agent with EPIC Insurance Services since 2003, working from the same address as her advisory business; she spends approximately 50% of her time on this business both during and outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Lynn Gill's 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

October 20, 2020 - Present

EPIC WEALTH MANAGEMENT LLC

Office #1: 2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701

RIA

CRD#: 305682

Red Bank, NJ

Past

April 18, 2018 - December 31, 2021

FOUNTAINHEAD ADVISORS

RIA

CRD#: 156185

Red Bank, NJ

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

New Jersey
(10/20/2020)

IAR

New York
(7/11/2022)

IAR

Pennsylvania
(9/15/2022)

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: 5/15/2017

Uniform Investment Adviser Law Examination

Current Firm

EPIC WEALTH MANAGEMENT LLC

CRD#: 305682 / SEC#:

New Jersey

Registered Investment Advisory firm - (10/20/2020 Approved)

New York

Registered Investment Advisory firm - (7/11/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/14/2022 Approved)

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Contact information

Main Address

2 Bridge Avenue, Suite 633b, Red Bank, NJ 07701

Mailing Address

Phone number

+1 (732) 784-6548

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 13,679,292

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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Janice L. Gill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janice Lynn Gill's CRS (Customer Relationship Summary).

Certified licenses

Experience

EPIC WEALTH MANAGEMENT LLC

FOUNTAINHEAD ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2017

Current Firm

EPIC WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EPIC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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