Christopher
Jeppson
Captrust
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About this Advisor
Christopher Jeppson is a certified financial planner based out of Provo, Utah with a total of 5 years of relevant experience. Jeppson is an employee of Captrust. During their career, the advisor has held roles at Capfinancial Securities LLC, Knox Capital Advisors LLC, Kcg Securities, LLC and Capfinancial Partners LLC (Captrust). Jeppson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Utah. Captrust is an advisory business that has its headquarters in Raleigh, NC. It has offices in 69 locations and a total of 1,338 employees. It handles $715 billion in assets under management between its 76,254 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 136 charitable organizations. Of its 76,254 client accounts, 33% are held by high-net-worth investors who have more than $1 million in investable assets. The company performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Financial management fee schedules largely vary depending on the financial services provided. Fee types billed by Captrust likely consist of some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Christopher Jeppson Work History
Christopher has been registered as a financial advisor for 5 years.*
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
Kcg Securities, LLC
Knox Capital Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Jeppson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Akron, OH
Raleigh, NC
Raleigh, NC
Raleigh, NC
Brentwood, TN
Bethlehem, PA
Leesburg, VA
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
