Michael is the Managing Director of Investments for Jeppson Wealth Management. Michael started his career with Merrill Lynch in 1985. Michael has over 30 years of experience giving investment and financial advice to families and companies. Michael is a Portfolio Manager, Financial Planner and Retirement Planner. Michael holds the Chartered Retirement Planning Counselor (CRPC®) designation. Michael graduated from UCLA where he earned a Bachelor’s Degree in Economics and played for the UCLA rugby team. Michael resides in Manhattan Beach with his wife, son, 3 daughters, two dogs, two cats, parrots, a seemingly ever-growing mix of other pets. Michael is the coach for his daughters' soccer teams and softball teams has coached his son’s football and wrestling teams.
Examinations
State Securities Law Exam
Series 65 - Uniform Investment Adviser Law Examination
Aug 3, 1992
Series 63 - Uniform Securities Agent State Law Examination
Nov 22, 1985
General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018
Series 31 - Futures Managed Funds Examination
May 28, 1996
Series 7 - General Securities Representative Examination
Oct 19, 1985
Principal/Supervisory Exam
Series 10 - General Securities Sales Supervisor - General Module Examination
Jun 12, 2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
May 11, 2017