Michael Jeppson has been an investment adviser representative at Jeppson Wealth Management since January 2026, 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.
Michael Jeppson’s longest registration was 1 year at Jeppson Wealth Management, LLC (2023–2025). Before joining Jeppson Wealth Management in 2026, Michael Jeppson was registered through Mariner Wealth.
- – present · under a yearManhattan Beach, CA · Adviser representative · Firm CRD 305552
- Mariner Wealth– · under a yearLos Angeles, CA · Adviser representative · Firm CRD 140195
- – · 1 yearManhattan Beach, CA · Adviser representative · Firm CRD 305552
Investment adviser representative registrations
Michael Jeppson is registered as an investment adviser representative in California, since January 2026.
- CaliforniaSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 5 February 2025 |
| SIE | Securities Industry Essentials Examination | 26 November 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 September 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Hunter Jeppson
- CRD
- 7827098
- Firm
- Jeppson Wealth Management · CRD 305552
- Office
- 1230 ROSECRANS AVENUE, SUITE 300, Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Jeppson work?
Michael Jeppson is an investment adviser representative registered through Jeppson Wealth Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Jeppson a financial advisor?
Yes. Michael Jeppson has a current investment-adviser registration in California, through Jeppson Wealth Management since January 2026.
How many years of experience does Michael Jeppson have?
Michael Jeppson has 2 years in the financial industry, since May 2024, across 2 adviser firms.
What exams has Michael Jeppson passed?
Michael Jeppson has passed 3 licensing exams: the Series 65, SIE and Series 66. The earliest, the Series 65, was passed in September 2023.
Where did Michael Jeppson work before Jeppson Wealth Management?
Before Jeppson Wealth Management, Michael Jeppson was registered through Mariner Wealth, October 2025 to December 2025.
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 7827098 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Jeppson’s full registration record.
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member