Christopher Jeppson is a CFP-designated registered investment advisor, based in Salt Lake City, UT, with 26 years of industry experience.
Location
13961 S. Minuteman Drive, Suite 300, Salt Lake City, UT, 84604
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
March 2018 - Present · 8 yrs 4 mos
Captrust
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Kcg Securities, LLCBroker
April 2010 - December 2017 · 7 yrs 8 mos
Knox Capital Advisors, LLC
January 2009 - December 2017 · 8 yrs 11 mos
Geneos Wealth Management, INC.Broker
December 2006 - June 2009 · 2 yrs 6 mos
Geneos Wealth Management, INC.
December 2006 - December 2008 · 2 yrs
Lincoln Financial Advisors Corporation
May 1999 - November 2006 · 7 yrs 6 mos
Lincoln Financial Advisors CorporationBroker
April 1999 - November 2006 · 7 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
April 1999 - June 2006 · 7 yrs 2 mos
State Registrations1 state
UT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.