Paul
Jepson

Ftb Advisors, Inc

CRD#2363822
Investment Advisor
in Raleigh, NC
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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

Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4801 Glenwood Ave. Suite 500
Raleigh, NC 27612

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Ftb Advisors, Inc Brokerage Details

Total Assets Under Management

$5,879,593,980

NC Average: $730,596,643
Total Number of Employees

185

NC Average: 15
Total Number of Accounts

4,766

NC Average: 968
Average Account Size

$1,233,654

NC Average: $754,749

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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.

2013 - Present (6 years)

Ftb Advisors, Inc

2006 - Present (13 years)

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.

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