MJ
Michael R. Jeppson
JEPPSON WEALTH MANAGEMENT
Manhattan Beach, CA 90266
Some features on this profile are disabled
CRD#: 1418378
MJ
Professional summary
Michael Robinette Jeppson, who also goes by Michael R Jeppson, is a registered financial advisor currently at JEPPSON WEALTH MANAGEMENT, LLC located in Manhattan Beach, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael R Jeppson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Rental Property; Non-Investment related; 37741 Chaparrall Ct., Palmdale Ct.; rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
2) Rental Property, Non-Investment related, 437 East Avenue R-7, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
3) Rental Property, Non-Investment related, 37234 51st Street, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
4) Rental Property, Non-Investment related, 433 East R-4, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
5) Rental Property, Non-Investment related, 27819 Silktree Lane, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
6) Rental Property, Non-Investment related, 313 South Aviation Blvd, Manhattan Beach, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
7) Rental Property, Non-Investment related, 1032 Sylvan Glen, Big Bear, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental.
8) Palmdale Rental Homes; Non-Investment related; 221 Fowling Street , Playa Del Rey , CA; Rental Real Estate; Proprietor/Owner; 4 hours devoted per month; 0 hours devoted during trading hours; deposit rents and authorize my property manager to carry out tenant management responsibilities, pay property manager to maintain cabin and rent cabin.
9) Oxford Performance Materials, Investment related, Delaware, 3-D Plastics, Passive Investor, 0 hours devoted, Passive private stockholder.
10) Ultran Corp, Investment related, Pennsylvania, Ultrasound Equipment, Passive Investor, 0 hours devoted, Passive private stockholder.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Robinette Jeppson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 22, 2019 - Present
JEPPSON WEALTH MANAGEMENT, LLC
Office #1: 1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266RIA
CRD#: 305552
Manhattan Beach, CA
Past
February 16, 2019 - October 22, 2019
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
RIA
CRD#: 168256
Playa Del Rey, CA
Past
March 10, 2017 - February 27, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
MANHATTAN BEACH, CA
Past
February 17, 2017 - February 27, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
MANHATTAN BEACH, CA
Past
May 2, 2008 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
EL SEGUNDO, CA
Past
May 2, 2008 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
EL SEGUNDO, CA
Past
July 8, 1997 - May 22, 2008
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
EL SEGUNDO, CA
Past
July 31, 1993 - May 22, 2008
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
EL SEGUNDO, CA
Past
August 2, 1991 - July 31, 1993
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
October 23, 1985 - August 8, 1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JW
JEPPSON WEALTH MANAGEMENT, LLC
JEPPSON WEALTH MANAGEMENT, LLC
CRD#: 305552 / SEC#: 801-117384
RIA
Registered Investment Advisory firm - (9/24/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(6/14/2021)
IAR
California(10/22/2019)
IAR
Florida(3/6/2020)
IAR
Nevada(9/22/2020)
IAR
Oregon(9/25/2025)
IAR
Pennsylvania(12/16/2021)
IAR
Texas(1/2/2020)
IAR
Virginia(12/16/2021)
IAR
Washington(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
JW
JEPPSON WEALTH MANAGEMENT, LLC
JEPPSON WEALTH MANAGEMENT, LLC
CRD#: 305552 / SEC#: 801-117384
RIA
Registered Investment Advisory firm - (9/24/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
Mailing Address
Phone number
(424) 456-3111
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 938 |
| AUM (Assets Under Management) | $ 703,066,791 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
