Michael Scott Pearce
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, LLCApr 2024 to now
- Northrop GrummanAug 2022 to Mar 2024
- Burlington StoreJan 2022 to Aug 2022
- StudentJun 2018 to Jan 2022
- Mullen TechnologiesFeb 2017 to Jun 2018
- StudentJan 2014 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7982457
- Firm CRD
- 305552