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STATE OF MAINE OFFICE OF SECURITIES 121 STATE HOUSE STATION AUGUSTA, MAINE 04333 IN THE MATTER OF: Epson Financial Advisors, P.A. (CRD #123342), Brent K. Epson (CRD # 841113) and Gordon W. H. Buzz,
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Jepson Financial Advisors P is a financial advisory service that provides expertise in managing investments, retirement planning, and other financial services for individuals and businesses.
Individuals and businesses that are clients of Jepson Financial Advisors P and want to report their financial activities and advisory fees are required to file the necessary forms.
To fill out Jepson Financial Advisors P forms, clients need to provide accurate personal and financial information, including income, investments, deductions, and any advisory fees paid. It may be helpful to consult with the advisor for assistance.
The purpose of Jepson Financial Advisors P is to ensure transparency in financial reporting, aiding clients in understanding their financial status and fulfilling any legal filing requirements.
Information that must be reported includes income details, advisory fees, investment holdings, and any relevant financial transactions related to services provided by Jepson Financial Advisors P.
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