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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)22 years in industry

PAUL IVER JEPSON

Advisor at LPL FINANCIAL LLC

BRISTOL, TN

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Search this name across graphsid dfx:ria:9b34958f-c622-4380-2811-c575e5fef3a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 10, 2004 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: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 17, 2003
First registration: Mar 10, 2004
Dual registered: yes, broker-dealer
Other names: PAUL M JEPSON
IAPD individual key: 2363822

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
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 24, 2025	n/a	yes	BRISTOL, TN	Current employment
FIRST TENNESSEE ADVISORY SERVICES, INC.	Former SEC adviser	Apr 23, 2012	Oct 10, 2013	no	MEMPHIS, TN\|JOHNSON CITY, TN	Previous registration
FIRST HORIZON ADVISORS, INC	Former SEC adviser	Oct 2, 2006	Oct 2, 2025	no	BRISTOL, TN\|JOHNSON CITY, TN\|Raleigh, NC\|Charlotte, NC\|MEMPHIS, TN	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 16, 2005	Aug 21, 2006	no	JOHNSON CITY, TN\|PINEY FLATS, TN\|BLOUNTVILLE, TN	Previous registration
FIRST HORIZON ADVISORS, INC	Former SEC adviser	Mar 10, 2004	Mar 15, 2005	no	JOHNSON CITY, TN	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
FIRST HORIZON ADVISORS, INC	FIRST TENNESSEE ADVISORY SERVICES, INC.	Oct 2, 2025	Apr 23, 2012	-4,910	Firm change after gap	Other
FIRST TENNESSEE ADVISORY SERVICES, INC.	LPL FINANCIAL LLC	Oct 10, 2013	Oct 24, 2025	4,397	Bulk transfer	Other
BB&T INVESTMENT SERVICES, INC.	FIRST HORIZON ADVISORS, INC	Aug 21, 2006	Oct 2, 2006	42	Firm change	Other
FIRST HORIZON ADVISORS, INC	BB&T INVESTMENT SERVICES, INC.	Mar 15, 2005	Mar 16, 2005	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
17117:143830:TN:2025-09-29	Oct 2, 2025	Apr 23, 2012	MEMPHIS, TN	Firm change after gap

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Oct 24, 2025 to presentfactForm ADV
→ FIRST HORIZON ADVISORS, INCRegistered adviserregistration: previous registration
Oct 2, 2006 to Oct 2, 2025factForm ADV
→ FIRST TENNESSEE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Apr 23, 2012 to Oct 10, 2013factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 16, 2005 to Aug 21, 2006factForm ADV

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
Paul Iver Jepson left First Horizon Advisors, Inc for First Tennessee Advisory Services, Inc. (registered 2012-04-23)
Form ADVobserved 5 days ago