Bryan L. Jepson

TARGETED WEALTH SOLUTIONS

Colorado Springs, CO 80920

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CRD#: 7704092

Professional summary

Bryan L Jepson is a registered financial advisor currently at TARGETED WEALTH SOLUTIONS located in Colorado Springs, Colorado.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Emergency Medical Specialists, PC, Not investment-related, Colorado Springs CO, Emergency Medicine, Emergency Physician, October 2017, 130 hours per month, 50 hours per month during trading hours, providing emergency medical care.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan L Jepson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2023 - Present

TARGETED WEALTH SOLUTIONS

Office #1: 1755 Telstar Dr 3rd Floor, Colorado Springs, CO 80920

RIA

CRD#: 282131

Colorado Springs, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/24/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/10/2023

Uniform Investment Adviser Law Examination

Current Firm

TARGETED WEALTH SOLUTIONS

TARGETED WEALTH SOLUTIONS | TARGETED WEALTH SOLUTIONS LLC

CRD#: 282131 / SEC#:

Colorado

Registered Investment Advisory firm - (1/26/2016 Approved)

Texas

Registered Investment Advisory firm - (2/8/2016 Approved)

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Contact information

Main Address

1755 Telstar Dr 3rd Floor, Colorado Springs, CO 80920

Mailing Address

Phone number

(303) 800-8179

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	217
AUM (Assets Under Management)	$ 48,731,572

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan L. Jepson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan L Jepson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TARGETED WEALTH SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/10/2023

Current Firm

TARGETED WEALTH SOLUTIONS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TARGETED WEALTH SOLUTIONS

TRUST BUT VERIFY

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