JEPSEN FINANCIAL

JEPSEN FINANCIAL is an SEC-registered investment adviser (CRD 115161). Regulatory assets under management: $35.3M.

Registration

• CRD: 115161
• Type: Registered investment adviser
• Phone: 651-264-1979
• Latest filing: 2026-03-27
• Regulatory AUM: $35.3M
• Discretionary AUM: $35.1M
• Non-discretionary AUM: $187K
• Clients: 3
• Accounts: 247

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search