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

Robert is an Investment Advisor Representative for Jeppson Wealth Management.  Robert graduated from The University of California Irvine (UCI) where he earned a Bachelor’s Degree in Economics and competed for the UCI track and field team.  Robert later went on to obtain a Juris Doctor degree from The Pennsylvania State University Dickinson School of Law and was subsequently admitted to the California State Bar as a licensed attorney.  Robert does not offer or provide legal services through Jeppson Wealth Management.  Robert resides in South Lake Tahoe with his wife, two sons, one daughter, and their lovable goldendoodle Rudi.  Robert and his family spend their winters skiing the beautiful Tahoe Basin slopes and use their summers mountain biking the abundant Tahoe Basin trails and/or relaxing at various Lake Tahoe beaches.

EXAMINATIONS

State Securities Law Exam Series 65 - Uniform Investment Adviser Law Examination Nov 13, 2020

Angie is a client services manager with over 30  years of securities industry experience. Angie helps clients understand their statements, transfer funds, open accounts, and will help clients with most of their administrative questions or problems. Angie can also assist clients who request research on securities they would like to study. Angie lives in Simi Valley and spends her leisure time spoiling her two grandsons and her four dogs (two pugs and two dachshund mixes).

Examinations

State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
May 23, 1996

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018

Series 7 - General Securities Representative Examination
Aug 25, 1995

Craig has been in the financial services community for over 27 years. He helps Jeppson Wealth Management clients with their administrative questions and needs and the execution of orders placed by Jeppson Wealth Management Senior Portfolio Manager Michael Jeppson.

Craig holds a Chartered Retirement Plans Specialist^s (CRPS®) designation. His diversified business experiences include owning and operating a major manufacturer of tanning equipment and having worked as a Hollywood director.

Craig is a private pilot, an avid scuba diver and holds a black belt in Kempo Karate. Craig has raised six children and is the proud "Grandpa" of four grandchildren. He lives in Manhattan Beach, California, with his lovely wife, Elaine, and their dog, Olive.

Examinations

State Securities Law Exam
Series 66 - Uniform Combined State Law Examination
Sep 28, 2010

General Industry/Products Exam
SIE - Securities Industry Essentials Examination
Oct 1, 2018

Series 31 - Futures Managed Funds Examination
Oct 15, 2010

Series 7 - General Securities Representative Examination
Sep 7, 2010

Randall McCuen is a Wealth Manager for Jeppson Wealth Management. Randall started his career with Bateman Eichler Hill Richards in Los Angeles in April 1981. He continued at Bateman Eichler, Paine Webber, Shearson Lehman, Salomon Smith Barney and Citigroup in Century City, CA and Prudential Securities and Merrill Lynch in Beverly Hills, CA. Randall has over 40 years of experience working in the financial services industry and giving investment and financial advice to wonderful people and their families. Randall is a Portfolio Manager and previous owner, founder, CEO of MAC Wealth Mgt. Inc. Randall graduated from UCLA where he earned his Economics Degree. Randall was a previous long time resident of Manhattan Beach, CA where he founded MAC Wealth and currently in Pompano Beach, FL. 

Examinations:

Series 7: General Securities Representative Examination - June 1982

Series 65 - 1992

Michael "Hunter" Jeppson is a research analyst for Jeppson Wealth Management.  Hunter is close to graduating from the University of Texas with a bachelor’s degree in economics.  Hunter currently works with Jeppson Wealth Management part time and plans to take a more active role when he graduates.    Hunter has earned numerous gold medals in wrestling, is an avid skier and enjoys scuba diving with the Jeppson family divers. 

 EXAMINATIONS

State Securities Law Exam Series 65 - Uniform Investment Adviser Law Examination September 23, 2023

Michael is an Investment Advisor Representative for Jeppson Wealth Management.  Michael is part of the Jeppson Family, he is Michael Jeppson’s son in law.   Michael graduated from California State University, Dominguez Hills, (CSUDH) where he earned his Bachelor’s Degree.  Michael later went on to earn a Master's Degree from California Baptist University (CBU).  Subsequently Michael worked for Northrop Grumman in the Aerospace sector where he assisted in the development of next generation jets.  Michael resides in Los Angeles with his wife, Sawyer Jeppson Pearce, two dogs, and two parrots.  Michael and his family spend their free time seeking adventure through scuba diving, hiking, sky diving and traveling.

EXAMINATIONS

 Series 65 – Uniform Investment Adviser Law Examination