Paul
Jepson
Ftb Advisors, Inc
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About this Advisor
Paul Jepson is a certified financial planner based in Raleigh, North Carolina. Currently a registered financial advisor with Ftb Advisors, Inc, they have accumulated 12 years of practice as a registered investment advisor. Jepson has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Jepson is able to serve investors based out of North Carolina. Throughout their career, they have worked at First Tennessee Brokerage, Inc and Ftb Advisors, Inc. Ftb Advisors, Inc is headquartered in Raleigh, North Carolina, and operates out of 88 other locations in the country. In aggregate, Ftb Advisors, Inc manages $6 billion in assets throughout 4,766 client accounts and retains more than 185 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 4,701 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Ftb Advisors, Inc offers portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Ftb Advisors, Inc Brokerage Details
$6,120,455,969
189
6,497
$942,043
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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Jepson Work History
Paul has 12 years of experience.
Ftb Advisors, Inc
First Tennessee Brokerage, Inc
Disclosures
Paul Jepson has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.