Randall McCuen has been an investment adviser representative at Jeppson Wealth Management since August 2022, and is not listed among the firm’s executive officers or direct owners. Randall McCuen studied University of California at 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.
Randall McCuen is a Wealth Manager for Jeppson Wealth Management. McCuen is a Portfolio Manager and previously the owner, founder and CEO of MAC Wealth Mgt. Inc., and has over 40 years of experience in the financial services industry. Earlier positions included Bateman Eichler, Paine Webber, Shearson Lehman, Salomon Smith Barney, Citigroup, Prudential Securities and Merrill Lynch.
Randall McCuen’s longest registration was 14 years at Mac Wealth Management Inc. (2007–2021). Before joining Jeppson Wealth Management in 2022, Randall McCuen was registered through Mac Wealth Management Inc. and Citigroup Global Markets Inc.
- – present · 4 yearsInlet Beach, FL · Adviser representative · Firm CRD 305552
- Mac Wealth Management Inc.– · 14 yearsManhattan Beach, CA · Adviser representative · Firm CRD 143923
- Citigroup Global Markets Inc.– · 10 yearsLos Angeles, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Randall McCuen is registered as an investment adviser representative in 2 states. The first approvals date from August 2022; the most recent is California, in September 2025.
- CaliforniaSince 4 September 2025
- FloridaSince 12 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 11 November 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1985 |
| Series 7 | General Securities Representative Examination | 19 June 1982 |
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Randall J McCuen
- CRD
- 1056134
- Firm
- Jeppson Wealth Management · CRD 305552
- Office
- Inlet Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- December 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jeppson-wealth.com
Where does Randall McCuen work?
Randall McCuen is an investment adviser representative registered through Jeppson Wealth Management, LLC since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Randall McCuen a financial advisor?
Yes. Randall McCuen has a current investment-adviser registration in California and Florida, through Jeppson Wealth Management since August 2022.
How many years of experience does Randall McCuen have?
Randall McCuen has 41 years in the financial industry, since December 1984, across 3 adviser firms.
What exams has Randall McCuen passed?
Randall McCuen has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 3. The earliest, the Series 7, was passed in June 1982.
Where did Randall McCuen work before Jeppson Wealth Management?
Before Jeppson Wealth Management, Randall McCuen was registered through Mac Wealth Management Inc., July 2007 to December 2021; Citigroup Global Markets Inc., July 1997 to July 2007.
Where is Randall McCuen based?
Randall McCuen’s registered office is in Inlet Beach, FL.
Is Randall McCuen registered with FINRA?
No. Randall McCuen has no current broker registration.
How can I verify Randall McCuen’s record?
Search CRD 1056134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randall McCuen’s full registration record.
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member