Michael Robinette 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

• 05/2008 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 09/2009 → 02/2017
  Bank Of America, Na
  El Segundo, CA
• 02/2017 → 02/2019
  Raymond James Financial Services, Inc.
  Manhattan Beach, CA
• 03/2017 → 02/2019
  Raymond James Financial Services Advisors Inc.
  Manhattan Beach, CA
• 02/2019 → 10/2019
  Tru Independence Asset Management, Llc
  Portland, OR
• 10/2019 → Present
  Jeppson Wealth Management, Llc
  Manhattan Beach, CA

Previous Registrations

• 2019-02-16 → 2019-10-22
  Tru Independence Asset Management, Llc
  Playa Del Rey, CA
• 2017-03-10 → 2019-02-27
  Raymond James Financial Services Advisors, Inc
  Manhattan Beach, CA
• 2008-05-02 → 2017-02-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  El Segundo, CA
• 1997-07-08 → 2008-05-22
  Citigroup Global Markets Inc.
  Los Angeles, CA
  El Segundo, CA

Other Businesses

1) Rental Property; Non-Investment related; 37741 Chaparrall Ct., Palmdale Ct.; rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 2) Rental Property, Non-Investment related, 437 East Avenue R-7, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 3) Rental Property, Non-Investment related, 37234 51st Street, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 4) Rental Property, Non-Investment related, 433 East R-4, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 5) Rental Property, Non-Investment related, 27819 Silktree Lane, Palmdale, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 6) Rental Property, Non-Investment related, 313 South Aviation Blvd, Manhattan Beach, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 7) Rental Property, Non-Investment related, 1032 Sylvan Glen, Big Bear, CA, rental property; proprietor/owner; 2 hours devoted per month; 0 hours devoted during trading hours; limited responsibility - have property manager for rental. 8) Palmdale Rental Homes; Non-Investment related; 221 Fowling Street , Playa Del Rey , CA; Rental Real Estate; Proprietor/Owner; 4 hours devoted per month; 0 hours devoted during trading hours; deposit rents and authorize my property manager to carry out tenant management responsibilities, pay property manager to maintain cabin and rent cabin. 9) Oxford Performance Materials, Investment related, Delaware, 3-D Plastics, Passive Investor, 0 hours devoted, Passive private stockholder. 10) Ultran Corp, Investment related, Pennsylvania, Ultrasound Equipment, Passive Investor, 0 hours devoted, Passive private stockholder.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-08-03
• S63 Uniform Securities Agent State Law Examination
  1985-11-22

Other Names

• Michael R Jeppson