Michael Robinette Jeppson
Investment Adviser Representative at Jeppson Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Robinette Jeppson is an investment adviser representative with Jeppson Wealth Management, LLC in Manhattan Beach, CA, where they have been registered since 2019. They have worked in the securities industry since 1985 and have been registered with 5 firms, including TRU Independence Asset Management, LLC and Raymond James Financial Services Advisors, Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in 11 states.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, California, Florida, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2008 – Feb 2017El Segundo, CA
- BANK OF America, NASep 2009 – Feb 2017El Segundo, CA
- Raymond James Financial Services, Inc.Feb 2017 – Feb 2019Manhattan Beach, CA
- Raymond James Financial Services Advisors Inc.Mar 2017 – Feb 2019Manhattan Beach, CA
- TRU Independence Asset Management, LLCFeb 2019 – Oct 2019Portland, OR
- Jeppson Wealth Management, LLCOct 2019 – no end date reportedManhattan Beach, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Jeppson Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized financial planning, portfolio management, investment advice, retirement planning, and client services support.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Manhattan Beach, CA
- SEC file number:
- 801-117384
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 27, 2026
View full firm profileOther advisors at Jeppson Wealth Management, LLC
5 other advisors in the directory
Similar advisors in Manhattan Beach, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Robinette Jeppson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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