Scott Jeppson
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Aug 2026 to now
- Ameriprise Financial Services LLCOct 2021 to Aug 2026
- Fidelity Brokerage Services, LLCFeb 2021 to Oct 2021
- Strata Fund SolutionsOct 2020 to Feb 2021
- Fidelity Brokerage Services, LLCApr 2018 to Oct 2020
- Sp Community ServicesOct 2017 to Mar 2018
- Xcite SatelliteAug 2016 to Oct 2017
- Utah Valley UniversityApr 2015 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6937583
- Firm CRD
- 705