Jepsen Financial

Jepsen Financial (CRD# 115161) is a financial advisory firm headquartered in , . They manage $17,988,000 in 279 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $64,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, MN, ND, WI

Financial Advisors at Jepsen Financial
Showing 1 - 1 of 1 top financial advisors.
1
Leslie B. Jepsen
CRD#: 2793122
Saint Paul, MN
93
Wealthminder
score

Leslie Jepsen (CRD# 2793122) is an Investment Advisor Representative working at Jepsen Financial in Saint Paul, MN and has over 18 years of experience in the finance industry.

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