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.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jeppson Wealth Management, LLC | Manhattan Beach, CA | Oct 2023 - Current | < 1 |
| Student | Austin, TX | Jun 2021 - Current | 2 |
| Student | Manhattan Beach, CA | Jan 2013 - Jun 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management642MILLIONS
-
Total Number of Accounts870ACCOUNTS
-
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
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