A complete list of active advisors currently associated with Jepsen Financial

Warmer can help you find a great advisor at Jepsen Financial or one who fits your needs even better.

Jepsen Financial provides discretionary portfolio management and stand‑alone financial planning primarily for individual clients and households, and also works with trusts, foundations, and businesses. The firm has been providing advisory services since the mid‑1990s and bills for ongoing services on a percentage‑of‑assets basis while delivering planning reports for standalone engagements. The firm employs a core‑and‑satellite asset allocation approach, combining passively managed indexes and ETFs as core holdings with selected individual securities and specialized funds, and uses both fundamental and technical analysis to set allocations and security selection. Portfolios are managed on a discretionary basis with quarterly reviews and the firm discloses that it may use margin, options, and other derivative exposures (including derivatives embedded in ETFs) as part of separately managed account strategies. What distinguishes the firm from many peers is its active involvement in real estate and related businesses: the firm’s principal maintains real estate licensure, operates a property management company, and offers private multifamily investment interests through an affiliated entity to accredited or institutional investors. Those non‑advisory activities, along with occasional insurance sales, are disclosed as potential conflicts of interest in the brochure and may lead to recommendations of affiliated real‑estate services or investments for suitable clients.

To learn more about the advisors currently working at Jepsen Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.