Also known as jeppson wealth
Jeppson Wealth Management is a financial planning and portfolio management practice based in Manhattan Beach, California, established in 2019. It manages roughly $562 million in client assets and builds individualized plans around each client's goals, time frame and risk tolerance rather than using off-the-shelf investment programs. The team is led by Michael Jeppson, Managing Director of Investments, who began his career at Merrill Lynch in 1985 and has more than 30 years of experience. The practice offers a combination of financial services, support and guidance intended to help clients pursue their personal financial goals.
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Jeppson Wealth Management is a wealth manager based in Manhattan Beach, United States, managing approximately $562M in assets.
Jeppson Wealth Management is headquartered in Manhattan Beach, United States.
Jeppson Wealth Management manages approximately $562M in assets under management.
Jeppson Wealth Management was founded in 2019.
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