Robert E Jeppson

Employer firm

Jeppson Wealth Management, LLC CRD 305552

$763M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → Present
  Robert E. Jeppson, Attorney At Law
  South Lake Tahoe, CA
• 12/2016 → Present
  Jeppson Tax, Llc
  Reno, NV
• 02/2017 → Present
  Robert E. Jeppson, Real Estate Broker
  South Lake Tahoe, CA
• 01/2021 → Present
  Jeppson Wealth Management Llc
  Manhattan Beach, CA

Previous Registrations

• 2005-11-23 → 2009-04-23
  Citigroup Global Markets Inc.
  El Segundo, CA
  Orange, CA
  Orange, CA

Other Businesses

1. ROBERT E. JEPPSON ATTORNEY-AT-LAW; NON-INVESMENT RELATED; SOUTH LAKE TAHOE, CA; LAW; ATTORNEY; OWNER; APRIL 2014; MULTIPLE; ATTORNEY FOR CLIENTS. 2. ROBERT E. JEPPSON REAL ESTATE BROKER; NON-INVESMENT RELATED; SOUTH LAKE TAHOE, CA; REAL ESTATE; REAL ESTATE BROKER; OWNER; FEBRUARY 2017; MULTIPLE; BROKER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-13
• S66 Uniform Combined State Law Examination
  2005-11-17

Other Names

• Robert Edward Jeppson