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Current Employers
Jeppson Wealth Management, Llc

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-04
FL RA APPROVED 2022-08-12
  • CA RA
    APPROVED
    Since 2025-09-04
  • FL RA
    APPROVED
    Since 2022-08-12

Branch Locations

Inlet Beach, FL • United States

1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mac Wealth Mgt. Inc. Manhattan Beach CA 07/2007 12/2021
Jeppson Wealth Management, Llc. Manhattan Beach CA 12/2021 Present
Previous Registrations
  • 2007-07-20 → 2021-12-31
    Mac Wealth Management Inc.
    Manhattan Beach, CA
  • 1997-07-08 → 2007-07-30
    Manhattan Beach, CA
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-07-18
S63 Uniform Securities Agent State Law Examination 1985-10-29
  • S65 Uniform Investment Adviser Law Examination
    1992-07-18
  • S63 Uniform Securities Agent State Law Examination
    1985-10-29
Other Names
  • Randall James Mccuen

View on SEC IAPD

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