Manhattan Beach, CA Rosecrans Avenue Office

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.

Craig Morse is a financial advisor at Jeppson Wealth Management, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial Services and Tru Independence Asset Management. Outside of his advisory role, Morse works as a real estate broker for personal and family transactions and writes scripts for film development. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm tailors portfolios to clients’ risk tolerances and objectives, employing both fundamental and technical analysis in security selection and managing approximately $763 million in client assets.

Michael Jeppson is a financial advisor at Jeppson Wealth Management, LLC in Manhattan Beach, CA, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at firms including Merrill, Bank of America, Raymond James, and tru Independence Asset Management. Jeppson Wealth Management, LLC provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs, and employs both fundamental and technical analysis in security selection.

Robert Jeppson is a financial advisor at Jeppson Wealth Management, LLC in Manhattan Beach, CA, holding Series 65 and Series 66 licenses with nine years of industry experience. His career includes previous roles at Citigroup Global Markets and ongoing business activities as an attorney and real estate broker. Jeppson Wealth Management, LLC provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities, tailoring portfolios to client objectives and employing both fundamental and technical security analysis. The firm offers a wrap fee program and works with independent managers while maintaining a platform relationship with tru Independence and custody through Schwab.

Michael Pearce is a financial advisor at Jeppson Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Northrop Grumman and Burlington Store. Jeppson Wealth Management provides discretionary investment management, wealth management, and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a mix of equities, fixed income, mutual funds, and ETFs with both fundamental and technical analysis.