Jepsen Financial

Overview

Jepsen Financial is an independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. The firm operates under an individual-owner model and charges clients on a percentage-of-AUM basis and, for some work, by the hour. Their advisory scope emphasizes managed portfolios held primarily in pooled public funds rather than direct single-stock strategies, and they do not identify as an ESG-focused manager. Jepsen Financial does not act as a capital allocator or run proprietary funds; instead it sources third-party products and implements tailored portfolios for its client base. The firm also maintains an industry affiliation as a real estate broker, which connects with the way it incorporates real estate and related investments into client plans.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices