J
$35.3M Total AUM
$35.1M Disc. AUM
-- 3Y CAGR
3 Employees
64 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MeridianRidge oak
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
8586 Potter Park DR Suite 700 Sarasota FL
About Jepsen Financial
Jepsen Financial provides financial and retirement planning, investment advice, and insurance planning (life/term and long-term care) with goal-setting support. Portfolios are implemented primarily with public funds and ETFs, and the firm custodies assets at Charles Schwab. The team also publishes client-facing newsletters and articles to support ongoing engagement.
Team overview
56 AVG AGE
$35.3M AVG AUM / ADVISOR
$551.8K AVG AUM / CLIENT
27.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Accredited Investors
Element
Asset Classes
Crest delta Vital timber Horizon Harbor Wave
Client Personas
Fusion prime
Custodian
Quantum fusion Bridge legacy Insight harbor Bridge Foundation wave Summit Crest
Fund Managers
Unison Quantum
Investment Themes
Value momentum Glacier quantum Radial Prime Optima signal
Investment Vehicles
Bridge vertex
Services
Glacier radial Foundation Summit Ridge bridge Radial catalyst Horizon Horizon Catalyst Signal pioneer
Technology
Pioneer Fusion
Owner & Executives
L
LES BURNELL JEPSEN
Chairman, President
- CRD
- #2793122
- Ownership
- 75% or more
(874) 778-3427
matrix.atlas@eaglecapital.com
in linkedin.com/in/foundation-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,125,377 | -- |
| Non-Discretionary | $186,666 | -- |
| Total | $35,312,043 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,312,043
Public Funds:
16.0% Equity - Exchange:
33.0% Cash:
31.4% Equity - OTC:
19.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $209,696,067 | 16.0% |
| Equity - Exchange | $432,498,139 | 33.0% |
| Cash | $411,528,532 | 31.4% |
| Equity - OTC | $256,877,682 | 19.6% |
| Total | $1,310,600,420 | 100.0% |