Jon Reppert has been President of Spectrum Advisors since May 1996, is a control person of the firm and directly owns between 50% and 75% of it. Jon Reppert holds a BBA in Marketing and Management from Baylor University.
Spectrum Advisors, Inc. is a Plano, TX firm with $160M under management, 308 clients and 5 advisers across 5 offices, as of its September 2026 filing.
Mike Reppert is Senior Partner & Financial Advisor of Spectrum Advisors. He founded the firm in 1982 and has over 40 years of experience in investments and insurance. He is also a member of the Forbes Finance Council.
Jon Reppert’s longest registration is the current one, 27 years at Spectrum Advisors since 1999. Before joining Spectrum Advisors in 1999, Jon Reppert was registered through Spectrum Strategies, L.L.C. and MML Investors Services, Inc.
- Spectrum Advisors, Inc.Current– present · 27 yearsPlano, TX · Adviser representative · Firm CRD 114805
- Spectrum Strategies, L.L.C.– · 17 yearsAddison, TX · Adviser representative · Firm CRD 115318
- MML Investors Services, Inc.– · 17 yearsAddison, TX · Adviser representative · Firm CRD 10409
Professional designations
Listed by Spectrum Advisors
- CFP®
- CSA
Investment adviser representative registrations
Jon Reppert is registered as an investment adviser representative in Texas, since February 1999.
- TexasSince 1 February 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 1986 |
| Series 7 | General Securities Representative Examination | 19 April 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jon Michael Reppert
- CRD
- 1474315
- Firm
- Spectrum Advisors · CRD 114805
- Role
- President
- Office
- 2805 DALLAS PARKWAY, STE 200, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- April 1986
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- spectrumadvisors.net
Where does Jon Reppert work?
Jon Reppert has been President of Spectrum Advisors, Inc. since May 1996, and is a control person of the firm.
Is Jon Reppert a financial advisor?
Yes. Jon Reppert has a current investment-adviser registration in Texas, through Spectrum Advisors since February 1999.
How many years of experience does Jon Reppert have?
Jon Reppert has 40 years in the financial industry, since April 1986, across 3 adviser firms.
What exams has Jon Reppert passed?
Jon Reppert has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in April 1986. FINRA credited Jon Reppert with the SIE, which began in October 2018.
Where is Jon Reppert based?
Jon Reppert’s registered office is in Plano, TX.
Is Jon Reppert registered with FINRA?
No. Jon Reppert has no current broker registration.
Is Jon Reppert a CFP?
Spectrum Advisors lists Jon Reppert with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Mike Reppert, CFP®, CSA biography, spectrumadvisors.net
How can I verify Jon Reppert’s record?
Search CRD 1474315 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jon Reppert’s full registration record.
