Investment adviser representative · Jeppson Wealth Management, LLC
Randall J. McCuen
CRD 1056134 · Inlet Beach, FL
At a glance
Randall J. McCuen is an investment adviser representative with Jeppson Wealth Management, LLC in Inlet Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Randall’s SEC record dates to 1997, about 29 years ago.
Current advisory firm
- Jeppson Wealth Management, LLCSince August 2022Inlet Beach, FL · $763M in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Randall’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Jeppson Wealth Management, LLC
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- Michael R. JeppsonManhattan Beach
- Robert E. JeppsonManhattan Beach
- Craig H. MorseManhattan Beach
- Michael S. PearceManhattan Beach
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