AdFi
RE

Robert E Jeppson

Investment Adviser Representative at JEPPSON WEALTH MANAGEMENT, LLC

Manhattan Beach, CACRD #5020524Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert E. Jeppson has worked in the securities industry since 2017. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/13/2020
Series 66
Uniform Combined State Law Examination
Passed 11/17/2005
Series 7
General Securities Representative Examination
Passed 10/12/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Jeppson Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JEPPSON WEALTH MANAGEMENT, LLCCurrent
1/25/2021Manhattan Beach, CA
CITIGROUP GLOBAL MARKETS INC.
11/23/20054/23/2009El Segundo, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at JEPPSON WEALTH MANAGEMENT, LLC

5 other advisors in the directory

View JEPPSON WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert E 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.

Robert E Jeppson - Financial Advisor in Manhattan Beach, CA | AdvisorFinder