# Les Jepsen

> Les Jepsen is a fee-only financial advisor at Jepsen Financial in Sarasota, Florida. Jepsen Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/les-jepsen/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jepsen Financial
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $35.3M across 247 accounts
- **CRD:** 2793122 (https://adviserinfo.sec.gov/individual/summary/2793122)
- **SEC registration:** Investment adviser representative in FL, IA, MN, ND
- **Exams passed:** Series 65 (1998)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://jepsenfinancial.com

## Frequently asked questions

### Is Les Jepsen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Les holds no broker registration, and Jepsen Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Les charge for financial advice?

Les's firm, Jepsen Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Les Jepsen based?

Les Jepsen is based in Sarasota, Florida.

### Is Les Jepsen registered with the SEC?

Yes. Les Jepsen is registered as an investment adviser representative in FL, IA, MN and ND (CRD 2793122), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jepsen Financial manage?

Jepsen Financial reports $35.3M across 247 accounts in assets under management.

### How do I contact Les Jepsen?

Through Les's website, jepsenfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2793122): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.