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RIA / WealthAdvisor40 years in industry

MICHAEL ROBINETTE JEPPSON

Advisor at JEPPSON WEALTH MANAGEMENT, LLC

MANHATTAN BEACH, CA

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Search this name across graphsid dfx:ria:a8e11c87-fa31-60f4-4004-56ec40e6bfb4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 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: Nov 22, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 11
Exams: S63|S65
First exam: Nov 22, 1985
First registration: Jul 8, 1997
Dual registered: no
Other names: MICHAEL R JEPPSON
IAPD individual key: 1418378

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
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Independent wealth	Feb 16, 2019	Oct 22, 2019	no	Playa Del Rey, CA	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Mar 10, 2017	Feb 27, 2019	no	MANHATTAN BEACH, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 2, 2008	Feb 21, 2017	no	EL SEGUNDO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	May 22, 2008	no	LOS ANGELES, CA\|EL SEGUNDO, 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
TRU INDEPENDENCE ASSET MANAGEMENT, LLC	JEPPSON WEALTH MANAGEMENT, LLC	Oct 22, 2019	Oct 22, 2019	0	Firm change	RIA to new firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	TRU INDEPENDENCE ASSET MANAGEMENT, LLC	Feb 27, 2019	Feb 16, 2019	-11	Firm change	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Feb 21, 2017	Mar 10, 2017	17	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 22, 2008	May 2, 2008	-20	Firm change	Other

Relationships

Registered with (5)

→ JEPPSON WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 22, 2019 to presentfactForm ADV
→ TRU INDEPENDENCE ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 16, 2019 to Oct 22, 2019factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Mar 10, 2017 to Feb 27, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 2, 2008 to Feb 21, 2017factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to May 22, 2008factForm ADV

Dated events

No dated event names this entity yet.