Michael Hunter 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

• 10/2023 → 05/2025
  Jeppson Wealth Management, Llc
  Manhattan Beach, CA
• 01/2013 → 06/2021
  Student
  Manhattan Beach, CA
• 06/2021 → 10/2023
  Student
  Austin, TX
• 06/2025 → 12/2025
  Mariner
  Overland Park, KS
• 10/2025 → 12/2025
  Mariner
  Overland Park, KS
• 01/2026 → Present
  Jeppson Wealth Management, Llc
  Manhattan Beach, CA

Previous Registrations

• 2025-10-24 → 2025-12-09
  Mariner
  Los Angeles, CA
  Manhattan Beach, CA
• 2023-10-29 → 2025-05-14
  Jeppson Wealth Management, Llc
  Manhattan Beach, CA

Other Businesses

Health Inspecta LLC; Not investment related, Austin, TX, Founder, Start date: 12/6/2023, 20 hours per month, 0 during trading hours, I run a health app called Health Inspecta. It evaluates food and cosmetics for unhealthy ingredients and gives a holistic health grade to these items.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05
• S65 Uniform Investment Adviser Law Examination
  2023-09-23