Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher William Jeppson is a financial advisor with Captrust. Christopher has been in the financial services industry since 1999. Christopher is a Certified Financial Planner and holds Series 7, Series 24, and Series 66 securities licenses. Christopher has experience working with individuals, corporations, high-net-worth individuals, pension and profit sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
UT
02/01/2018 - Present
Captrust (Salt Lake City UT)
UT
04/29/2010 - 12/31/2017
KCG SECURITIES, LLC (DRAPER UT)
UT
12/07/2006 - 06/11/2009
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
UT
04/13/1999 - 11/21/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IN
04/13/1999 - 06/07/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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