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Bryan L Jepson

Targeted Wealth Solutions

Colorado Springs, CO

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Current Employers
Targeted Wealth Solutions

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-02-24
  • CO RA
    APPROVED
    Since 2023-02-24

Branch Locations

1755 Telstar Dr 3Rd Floor, Colorado Springs, CO 80920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Targeted Wealth Solutions Colorado Springs CO 02/2023 Present
Emergency Medical Specialists, Pc Colorado Springs CO 10/2017 Present
Adeptus Health Dallas TX 02/2013 05/2018
  • 02/2023 → Present
    Targeted Wealth Solutions
    Colorado Springs, CO
  • 10/2017 → Present
    Emergency Medical Specialists, Pc
    Colorado Springs, CO
  • 02/2013 → 05/2018
    Adeptus Health
    Dallas, TX
Other Businesses

Emergency Medical Specialists, PC, Not investment-related, Colorado Springs CO, Emergency Medicine, Emergency Physician, October 2017, 130 hours per month, 50 hours per month during trading hours, providing emergency medical care.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10

View on SEC IAPD

Other Firms

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SEAMOUNT FINANCIAL GROUP INC
UBS FINANCIAL SERVICES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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