Scott Jeppson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2018 → 10/2020
  Fidelity Brokerage Services, Llc
  American Fork, UT
• 10/2017 → 03/2018
  Sp Community Services
  Orem, UT
• 08/2016 → 10/2017
  Xcite Satellite
  Orem, UT
• 10/2020 → 02/2021
  Strata Fund Solutions
  Salt Lake City, UT
• 02/2021 → 10/2021
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 04/2015 → 08/2020
  Utah Valley University
  Orem, UT
• 10/2021 → 08/2026
  Ameriprise Financial Services Llc
  Salt Lake City, UT
• 08/2026 → Present
  Raymond James & Associates, Inc.
  Salt Lake City, UT

Previous Registrations

• 2021-04-28 → 2021-09-29
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2021-04-16
• S63 Uniform Securities Agent State Law Examination
  2018-07-20

Other Names

• Scott Kennington Jeppson
• Scott Jeppson