Unclaimed Profile

Helene J Jepson

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 66Clean record22 years registeredFIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

388 MARKET STREET, SAN FRANCISCO, CA 94111-5602CRD# 4266688Firm CRD# 108559

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Helene J Jepson · SAN FRANCISCO, CA

Registration

CRD #4266688 · FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.

Nov 2014 – Aug 2019

SAN FRANCISCO, CA

MORGAN STANLEY

Jun 2009 – Aug 2013

SAN FRANCISCO, CA

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

SAN FRANCISCO, CA

MORGAN STANLEY

Sep 2003 – Apr 2007

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 66

Registration record

First registered · September 17, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

CRD 108559 · SEC 801-56293

AUM

$86.3B

Regulatory assets under management

Employees

690

56,585 client accounts

Services offered by J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Helene J Jepson offer?

Helene J Jepson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Helene J Jepson's credentials?

Helene J Jepson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Helene J Jepson located?

Helene J Jepson is based in SAN FRANCISCO, California, last registered with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC..

How does Helene J Jepson charge for services?

Helene J Jepson's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.?

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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