James Holden

Wealth Advisor

Torrance, California

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James Holden is passionate about helping people achieve financial confidence and security. He takes pride in seeing the meaningful impact a well-crafted plan can have on a client’s life.
James worked for Kayne Anderson and Morgan Stanley before joining EP Wealth Advisors, giving him extensive experience managing wealth for high-net-worth individuals, institutions, and family offices. His aptitude includes creating tailored financial plans, capital markets, and alternative investments while leveraging platforms like Salesforce to streamline operations.
He earned his Bachelor of Science from the University of California, Santa Barbara. James also holds his Series 66 licenses.
Outside of work, James is passionate about staying active and exploring the world. He enjoys playing basketball, tennis, pickleball, snowboarding, hiking and running. When he wants to slow down, he spends his time reading, trying new restaurants, or watching sports. Most of all, he values spending quality time with friends and family, whether at home or traveling.