Robert Jeppson has been an investment adviser representative at Jeppson Wealth Management since January 2021, 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.
Robert Jeppson’s longest registration is the current one, 5 years at Jeppson Wealth Management since 2021. Before joining Jeppson Wealth Management in 2021, Robert Jeppson was registered through Citigroup Global Markets Inc.
- – present · 5 yearsManhattan Beach, CA · Adviser representative · Firm CRD 305552
- Citigroup Global Markets Inc.– · 3 yearsEl Segundo, CA · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Robert Jeppson is registered as an investment adviser representative in California, since January 2021.
- CaliforniaSince 25 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2020 |
| Series 66 | Uniform Combined State Law Examination | 17 November 2005 |
| Series 7 | General Securities Representative Examination | 12 October 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert E Jeppson
- CRD
- 5020524
- Firm
- Jeppson Wealth Management · CRD 305552
- Office
- 1230 ROSECRANS AVENUE, SUITE 300, Manhattan Beach, CA 90266
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Jeppson work?
Robert Jeppson is an investment adviser representative registered through Jeppson Wealth Management, LLC since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Robert Jeppson a financial advisor?
Yes. Robert Jeppson has a current investment-adviser registration in California, through Jeppson Wealth Management since January 2021.
How many years of experience does Robert Jeppson have?
Robert Jeppson has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has Robert Jeppson passed?
Robert Jeppson has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in October 2005.
Where did Robert Jeppson work before Jeppson Wealth Management?
Before Jeppson Wealth Management, Robert Jeppson was registered through Citigroup Global Markets Inc., November 2005 to April 2009.
Where is Robert Jeppson based?
Robert Jeppson’s registered office is in Manhattan Beach, CA.
Is Robert Jeppson registered with FINRA?
No. Robert Jeppson has no current broker registration.
How can I verify Robert Jeppson’s record?
Search CRD 5020524 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Jeppson’s full registration record.
- Michelle EldridgeChief Compliance Officer
Michael JeppsonManaging Member