Jeppson Wealth Management, LLC
Jeppson Wealth Management, LLC (CRD# 305552) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $642,242,998 in 870 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management642MILLION
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Total Number of Accounts870ACCOUNTS
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Average Account Value$738,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, NC, NE, NH, NV, NY, PA, TX, VA
Michael Jeppson (CRD# 1418378) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 38 years of experience in the finance industry.
Craig Morse (CRD# 5807192) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 13 years of experience in the finance industry.
Michael Jeppson (CRD# 7827098) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has 1 year of experience in the finance industry.
Robert Jeppson (CRD# 5020524) is an Investment Advisor Representative working at Jeppson Wealth Management, LLC in Manhattan Beach, CA and has over 18 years of experience in the finance industry.