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Craig H. Morse

JEPPSON WEALTH MANAGEMENT
Manhattan Beach, CA 90266
Some features on this profile are disabled
CRD#: 5807192
CM

Professional summary

Craig H Morse is a registered financial advisor currently at JEPPSON WEALTH MANAGEMENT, LLC located in Manhattan Beach, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Craig has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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. CRAIG MORSE REAL ESTATE AGENT; INVESTMENT RELATED; MANHATTAN BEACH, CA; REAL ESTATE BROKERAGE/AGENT; START 10/23/2017; 2 HOURS DEVOTED PER MONTH; 0 HOURS DEVOTED DURING TRADING HOURS; REAL ESTATE BROKER FOR THE PURPOSES OF BUYING OR SELLING MY OWN OR MY FAMILY'S REAL ESTATE. 2. BACK TO BACK PRODUCTIONS; NON-INVESTMENT RELATED; MANHATTAN BEACH, CA; SCRIPT WRITER; START 11/2020; HOURS PER MONTH DEPENDENENT ON WRITING SCHEDULE, 0 HOURS DEVOTED DURING TRADING HOURS; WRITING SCRIPTS TO DEVELOP INTO FILMS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig H Morse's CRS (Customer Relationship Summary).
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®
None

Experience

Current

October 22, 2019 - Present

JEPPSON WEALTH MANAGEMENT, LLC

Office #1: 1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
RIA
CRD#: 305552
Manhattan Beach, CA
Past

August 1, 2017 - February 20, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MANHATTAN BEACH, CA
Past

June 8, 2017 - February 20, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MANHATTAN BEACH, CA
Past

April 27, 2012 - March 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
EL SEGUNDO, CA
Past

April 26, 2012 - March 24, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
EL SEGUNDO, CA
Past

September 29, 2010 - May 16, 2012

MORGAN STANLEY

RIA
CRD#: 149777
BEVERLY HILLS, CA
Past

September 8, 2010 - May 16, 2012

MORGAN STANLEY

BD
CRD#: 149777
BEVERLY HILLS, CA

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
California
(10/22/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/15/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/2010
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JEPPSON WEALTH MANAGEMENT WRAP FEE PROGRAM BROCHURE (3/18/2025)
JEPPSON WEALTH MANAGEMENT DISCLOSURE BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts938
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.

Company Information

JEPPSON WEALTH MANAGEMENT, LLC

CRD#: 305552Manhattan Beach, CA 90266

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