Michael Jeppson has been Managing Member of Jeppson Wealth Management since August 2019, is a control person of the firm and directly owns 75% or more of it. Michael Jeppson holds a Bachelor's degree in Economics from the University of California, Los Angeles.
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.
Michael Jeppson is the Managing Director of Investments for Jeppson Wealth Management. Jeppson started his career with Merrill Lynch in 1985 and has over 30 years of experience giving investment and financial advice to families and companies. He is a Portfolio Manager, Financial Planner and Retirement Planner.
Michael Jeppson’s longest registration was 10 years at Citigroup Global Markets Inc. (1997–2008). Before joining Jeppson Wealth Management in 2019, Michael Jeppson was registered through Tru Independence Asset Management, LLC and Raymond James Financial Services Advisors, Inc.
- – present · 7 yearsManhattan Beach, CA · Adviser representative · Firm CRD 305552
- Tru Independence Asset Management, LLC– · under a yearPlaya Del Rey, CA · Adviser representative · Firm CRD 168256
- Raymond James Financial Services Advisors, Inc– · 1 yearManhattan Beach, CA · Adviser representative · Firm CRD 149018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 8 yearsEl Segundo, CA · Adviser representative · Firm CRD 7691
- Citigroup Global Markets Inc.– · 10 yearsEl Segundo, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Jeppson Wealth Management
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Michael Jeppson is registered as an investment adviser representative in 11 states. The first approvals date from October 2019; the most recent is North Carolina, in August 2026.
- AlabamaSince 29 July 2026
- ArizonaSince 14 June 2021
- CaliforniaSince 22 October 2019
- FloridaSince 6 March 2020
- NevadaSince 22 September 2020
- North CarolinaSince 3 August 2026
- OregonSince 25 September 2025
- PennsylvaniaSince 16 December 2021
- TexasSince 2 January 2020
- VirginiaSince 16 December 2021
- WashingtonSince 20 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 June 2017 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 11 May 2017 |
| Series 31 | Futures Managed Funds Examination | 28 May 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 November 1985 |
| Series 7 | General Securities Representative Examination | 19 October 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Robinette Jeppson
- CRD
- 1418378
- Firm
- Jeppson Wealth Management · CRD 305552
- Role
- Managing Member
- Office
- 1230 ROSECRANS AVENUE, SUITE 300, Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- October 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jeppson-wealth.com
Where does Michael Jeppson work?
Michael Jeppson has been Managing Member of Jeppson Wealth Management, LLC since August 2019, and is a control person of the firm.
Is Michael Jeppson a financial advisor?
Yes. Michael Jeppson has a current investment-adviser registration in Alabama, Arizona, California, Florida, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Virginia and Washington, through Jeppson Wealth Management since October 2019.
How many years of experience does Michael Jeppson have?
Michael Jeppson has 41 years in the financial industry, since October 1985, across 5 adviser firms.
What exams has Michael Jeppson passed?
Michael Jeppson has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 31, Series 9 and Series 10. The earliest, the Series 7, was passed in October 1985. FINRA credited Michael Jeppson with the SIE, which began in October 2018.
Where did Michael Jeppson work before Jeppson Wealth Management?
Before Jeppson Wealth Management, Michael Jeppson was registered through Tru Independence Asset Management, LLC, February 2019 to October 2019; Raymond James Financial Services Advisors, Inc, March 2017 to February 2019; Merrill Lynch, Pierce, Fenner & Smith Incorporated, May 2008 to February 2017; Citigroup Global Markets Inc., July 1997 to May 2008.
Where is Michael Jeppson based?
Michael Jeppson’s registered office is in Manhattan Beach, CA.
Is Michael Jeppson registered with FINRA?
No. Michael Jeppson has no current broker registration.
How can I verify Michael Jeppson’s record?
Search CRD 1418378 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Jeppson’s full registration record.
- Michelle EldridgeChief Compliance Officer