Michael Pearce has been an investment adviser representative at Jeppson Wealth Management since September 2024, 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.
- – present · 2 yearsManhattan Beach, CA · Adviser representative · Firm CRD 305552
Investment adviser representative registrations
Michael Pearce is registered as an investment adviser representative in California, since September 2024.
- CaliforniaSince 8 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 August 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Scott Pearce
- CRD
- 7982457
- Firm
- Jeppson Wealth Management · CRD 305552
- Office
- 1230 ROSECRANS AVENUE, SUITE 300, Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Pearce work?
Michael Pearce is an investment adviser representative registered through Jeppson Wealth Management, LLC since September 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Pearce a financial advisor?
Yes. Michael Pearce has a current investment-adviser registration in California, through Jeppson Wealth Management since September 2024.
How many years of experience does Michael Pearce have?
Michael Pearce has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Michael Pearce passed?
Michael Pearce passed the Series 65 in August 2024.
Where is Michael Pearce based?
Michael Pearce’s registered office is in Manhattan Beach, CA.
Is Michael Pearce registered with FINRA?
No. Michael Pearce has no current broker registration.
How can I verify Michael Pearce’s record?
Search CRD 7982457 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Pearce’s full registration record.
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member