Jeppson Wealth Management
41yrs
Top advisor by experience in Manhattan Beach
21yrs
Robert Jeppson has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Manhattan Beach, California. Robert has been with Jeppson Wealth Management since 2021; before that, Robert spent three years at Citigroup Global Markets. Jeppson Wealth Management offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 128 advisors with offices in Manhattan Beach, and one of 113 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors nationwide
Office1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$754,653
Advisors at the firm6
States licensed ?1 state
Services through Jeppson Wealth Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowJeppson Wealth Management, LLCCurrent firm
- 2005 – 2009Citigroup Global Markets Inc.Previously
Contact Robert
(424) 456-3111Jeppson Wealth Management main office 1230 Rosecrans Avenue Suite 300Manhattan Beach, CA 90266Office · Get directions Firm websitewww.jeppson-wealth.com
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Jeppson Wealth Management at (424) 456-3111 and ask for Robert Jeppson. Robert works from the Manhattan Beach, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does Robert hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Jeppson Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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