Jepson Financial Advisors, P.a.
Jepson Financial Advisors, P.a. (CRD# 123342) is a financial advisory firm headquartered in Caribou, ME. They manage $32,958,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$323,118
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brent Jepson (CRD# 841113) is an Investment Advisor Representative working at Jepson Financial Advisors, P.a. in Caribou, ME and has 1 year of experience in the finance industry. Brent Jepson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.