Craig H Morse
Investment adviser representative at Jeppson Wealth Management, LLC
3 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
3 years in the industry.
- Jeppson Wealth Management, LLCOct 2019 to now
- Tru Independence Asset Management, LLCFeb 2019 to Oct 2019
- Raymond James Financial Services Advisors Inc.Aug 2017 to Feb 2019
- Raymond James Financial Services, IncMay 2017 to Feb 2019
- UnemployedMar 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5807192
- Firm CRD
- 305552