# JEPSEN FINANCIAL

JEPSEN FINANCIAL is an SEC-registered investment adviser.

## Registration

- CRD: 115161
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115161/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115161/similar
- Related entities: https://search.stillhousedata.com/firm/115161/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115161

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.