Jeppson Wealth Management, LLC

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds Series 65 and Series 66 licenses and founded Health Inspecta LLC, a health app that evaluates food and cosmetics for unhealthy ingredients. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, and various organizations. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis using fundamental and technical analysis and incorporating independent managers’ strategies.

Randall Mccuen is a financial advisor at Jeppson Wealth Management, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jeppson Wealth Management since 2021, following a 14-year tenure at Mac Wealth Management, Inc. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, often managing client portfolios on a discretionary basis with a combination of individual securities, mutual funds, ETFs, and independent managers.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, he is involved in script writing for film development through Back to Back Productions. Jeppson Wealth Management is an SEC-registered firm serving individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a blend of fundamental and technical analysis.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 40 years of industry experience. He has held positions at firms including Raymond James Financial Services and Bank of America. Jeppson holds Series 63 and Series 65 licenses. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a mix of individual securities, mutual funds, ETFs, and independent managers.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC with 8 years of industry experience. He holds Series 65 and Series 66 licenses and has worked as an attorney and real estate broker since 2014 and 2017, respectively. Outside of his advisory role, he maintains active legal and real estate practices. Jeppson Wealth Management is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, typically managing client portfolios on a discretionary basis with a blend of fundamental and technical analysis and integration of Independent Managers’ strategies.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management, financial planning, and portfolio management services, utilizing both fundamental and technical analysis and engaging Independent Managers to tailor client portfolios.