Craig Morse has been an investment adviser representative at Jeppson Wealth Management since October 2019, and is not listed among the firm’s executive officers or direct owners.
Jeppson Wealth Management, LLC is a Manhattan Beach, CA firm with $763M under management, 994 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Craig Morse’s longest registration is the current one, 7 years at Jeppson Wealth Management since 2019. Before joining Jeppson Wealth Management in 2019, Craig Morse was registered through Raymond James Financial Services Advisors, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 7 yearsManhattan Beach, CA · Adviser representative · Firm CRD 305552
- Raymond James Financial Services Advisors, Inc– · 1 yearManhattan Beach, CA · Adviser representative · Firm CRD 149018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsEl Segundo, CA · Adviser representative · Firm CRD 7691
- Morgan Stanley Smith Barney LLC– · 1 yearBeverly Hills, CA · Adviser representative · Firm CRD 149777
Investment adviser representative registrations
Craig Morse is registered as an investment adviser representative in California, since October 2019.
- CaliforniaSince 22 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 15 October 2010 |
| Series 66 | Uniform Combined State Law Examination | 28 September 2010 |
| Series 7 | General Securities Representative Examination | 7 September 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Craig H Morse
- CRD
- 5807192
- Firm
- Jeppson Wealth Management · CRD 305552
- Office
- 1230 ROSECRANS AVENUE, SUITE 300, Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Morse work?
Craig Morse is an investment adviser representative registered through Jeppson Wealth Management, LLC since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Craig Morse a financial advisor?
Yes. Craig Morse has a current investment-adviser registration in California, through Jeppson Wealth Management since October 2019.
How many years of experience does Craig Morse have?
Craig Morse has 14 years in the financial industry, since July 2012, across 4 adviser firms.
What exams has Craig Morse passed?
Craig Morse has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2010. FINRA credited Craig Morse with the SIE, which began in October 2018.
Where did Craig Morse work before Jeppson Wealth Management?
Before Jeppson Wealth Management, Craig Morse was registered through Raymond James Financial Services Advisors, Inc, August 2017 to February 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2012 to March 2016; Morgan Stanley Smith Barney LLC, September 2010 to May 2012.
Where is Craig Morse based?
Craig Morse’s registered office is in Manhattan Beach, CA.
Is Craig Morse registered with FINRA?
No. Craig Morse has no current broker registration.
How can I verify Craig Morse’s record?
Search CRD 5807192 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Morse’s full registration record.
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member