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).

By the Numbers
  • Total Assets Under Management
    642
    MILLION
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $738,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NC, NE, NH, NV, NY, PA, TX, VA

Financial Advisors at Jeppson Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael R. Jeppson
CRD#: 1418378
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

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.

2
Craig H. Morse
CRD#: 5807192
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

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.

3
Michael H. Jeppson
CRD#: 7827098
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

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.

4
Robert E. Jeppson
CRD#: 5020524
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA 90266

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.

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