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James Norris Eppes

Eppes Wealth Management

Satellite Beach, FL

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Current Employers
Eppes Wealth Management

1110 Highway A1A Suite 207, Satellite Beach, FL 32937 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-26
FL RA APPROVED 2024-10-03
  • SC RA
    APPROVED
    Since 2025-02-26
  • FL RA
    APPROVED
    Since 2024-10-03

Branch Locations

1110 Highway A1A Suite 207, Satellite Beach, FL 32937 • 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
Faro Technologies Lake Mary FL 04/2021 05/2025
U.S. Lawshield Houston TX 11/2020 04/2021
Embraer Melbourne FL 06/2018 11/2020
Florida Preparatory Academy Melbourne FL 08/2017 06/2018
The University Of Tennessee Knoxville TN 08/2015 05/2017
James Norris C. Eppes (Sole Proprietorship) Melbourne Beach FL 11/2022 Present
Eppes Wealth Management, Llc Satellite Beach FL 07/2024 Present
Self Employed Knoxville TN 05/2017 08/2017
  • 04/2021 → 05/2025
    Faro Technologies
    Lake Mary, FL
  • 11/2020 → 04/2021
    U.S. Lawshield
    Houston, TX
  • 06/2018 → 11/2020
    Embraer
    Melbourne, FL
  • 08/2017 → 06/2018
    Florida Preparatory Academy
    Melbourne, FL
  • 08/2015 → 05/2017
    The University Of Tennessee
    Knoxville, TN
  • 11/2022 → Present
    James Norris C. Eppes (Sole Proprietorship)
    Melbourne Beach, FL
  • 07/2024 → Present
    Eppes Wealth Management, Llc
    Satellite Beach, FL
  • 05/2017 → 08/2017
    Self Employed
    Knoxville, TN
Other Businesses

James Eppes is a part time, self-employed freelance copywriter. In James' role, he prepares written content to encourage consumers to purchase specific goods or services. This activity accounts for approximately 20% of his time, is not investment related, and does not pose a conflict of interest.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-06
  • S65 Uniform Investment Adviser Law Examination
    2024-07-06
Other Names
  • Norris Eppes

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