Craig Morse
Craig Morse is a registered investment advisor at Jeppson Wealth Management, LLC, based in Manhattan Beach, CA, with 13 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 938 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jeppson Wealth Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 0.25% to 1.50% per year, depending on the size and complexity of your investments and the services you receive. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month. Jeppson Wealth Management may negotiate a different fee rate for certain client holdings, such as held-away assets or alternative investments.
Location
1230 Rosecrans Avenue, Suite 300, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (5)
Employment Separation After Allegations
March 2016Regulatory
April 2010Regulatory
November 1997Regulatory
October 1997Criminal
April 1983Other Business Activities
Craig is a real estate broker for buying/selling his family's real estate, dedicating minimal time. He also works as a script writer, with hours varying based on his writing schedule.
Employment History
Current Registrations
Jeppson Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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.