Michael Jeppson, Angie Duso

Jeppson Wealth Management

Adviser/team AUM: $400,000,000

Gross annual production/TTM: $1,800,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Raymond James
Adviser(s) location

Manhattan Beach, CA

Date May 02, 2017

Latest Moves to Raymond James

Adviser(s) Date announced
John Houchin, James ErnstJuly 17, 2017
Brian HartzellJune 30, 2017
Bob SolanoJune 29, 2017

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

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