Jeppson, who managed $400 million at Merrill Lynch, has joined Raymond James' independent broker-dealer in Manhattan Beach, California
Financial advisor Michael Jeppson, the Managing Director of Investments for Jeppson Wealth Management, along with his client associate, are pleased to announce that they will now operate their own practice with Raymond James's support and infrastructure in Manhattan Beach, California.
Jeppson, a 31-year industry veteran, said that he opted to join Raymond James because it “Encourages us to make decisions in our clients’ best interests and does not dictate how we should run our practice.”
Jeppson resigned from Merrill in February, capping an eight-year tenure at the firm. He began his career at Merrill in 1985, then worked Lehman Brothers Holdings Inc. and Smith Barney before rejoining Merrill in 2008.
To learn more about Jeppson Wealth Management and the services that Jeppson and his team offer their clients, please visit https://jeppson-wealth.com.
According to Jeppson, the move to Raymond James will also allow him and his associate to expand their office space by over 50 percent. In addition, Jeppson recently hired more investment professionals who will be able to accommodate the company’s increase in clients.
“We take pride in the personal and family-oriented financial planning and customized portfolio management approach we take with our clients. As a result, our clients have been referring friends and family to Jeppson Wealth Management at such a rate that Jeppson Wealth Management felt is prudent to expand the number of Wealth Management professionals to service our clients,” Jeppson said.
Through his work at Jeppson Wealth Management, Jeppson enjoys using his three decades of experience in the investment and financial industries to help his clients get the best advice possible. He and his team are committed to creating plans for their clients that are no cookie-cutter approaches to their money but instead are custom-tailored for their needs.
Jeppson said, "Rather than ask you to settle for an off-the-shelf investment program, we're here to provide you with personalized financial planning and portfolio management based on your goals, your time frame, and your particular tolerance for risk." He added that he is committed to providing his clients with the right combination of financial services, support, and guidance that makes the most sense for each person.
"We'll also be there to help you each step of the way in the pursuit of your personal financial goals."
About Michael Jeppson and Jeppson Wealth Management:
With decades of experience, the Jeppson Wealth Management team is uniquely positioned to help their clients achieve their financial goals. As the Managing Director of Investments for Jeppson Wealth Management, Michael Jeppson has over 30 years of experience giving investment and financial advice to families and companies. For more information, please visit https://jeppson-wealth.com.
Jeppson Wealth Management
1230 Rosecrans Ave, Suite 300
Manhattan Beach, CA 90266
(424) 456 - 3111