Robert E Jeppson
Investment adviser representative at Jeppson Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$763.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Jeppson Wealth Management, LLCJan 2021 to now
- Robert E. Jeppson, Real Estate BrokerFeb 2017 to now
- Jeppson Tax, LLCDec 2016 to now
- Robert E. Jeppson, Attorney At LawApr 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Jeppson Wealth Management, LLC
$763.2MAssets managed
994Clients
6Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5020524
- Firm CRD
- 305552