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RIA / WealthAdvisor15 years in industry

CRAIG H MORSE

Advisor at JEPPSON WEALTH MANAGEMENT, LLC

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:1f5f922a-bc07-e3ff-c157-81fb1719ddfb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 29, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JEPPSON WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 28, 2010
First registration: Sep 29, 2010
Dual registered: no
IAPD individual key: 5807192

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JEPPSON WEALTH MANAGEMENT, LLC	Independent wealth	Oct 22, 2019	n/a	yes	MANHATTAN BEACH, CA	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Aug 1, 2017	Feb 20, 2019	no	MANHATTAN BEACH, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 27, 2012	Mar 24, 2016	no	BEVERLY HILLS, CA\|EL SEGUNDO, CA	Previous registration
MORGAN STANLEY	Wirehouse	Sep 29, 2010	May 16, 2012	no	BEVERLY HILLS, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	JEPPSON WEALTH MANAGEMENT, LLC	Feb 20, 2019	Oct 22, 2019	244	Firm change	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 24, 2016	Aug 1, 2017	495	Firm change after gap	Other
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 16, 2012	Apr 27, 2012	-19	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ JEPPSON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 22, 2019 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Aug 1, 2017 to Feb 20, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 27, 2012 to Mar 24, 2016factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 29, 2010 to May 16, 2012factForm ADV

Dated events

No dated event names this entity yet.