Christopher Jeppson is a wealth management financial advisor based in Salt Lake City, UT.
Chris joined CAPTRUST in 2017 when Knox Capital Group partnered its wealth management practice with CAPTRUST. He serves as a financial advisor and relationship manager, responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives and retirement advisory services to private foundations. At Knox Capital Group, Chris was a director of planning. He previously worked as director, financial advisory services for Lincoln Financial Advisors/Sagemark Consulting. Chris has worked in the industry since 1999.
Education
- Baccalaureate of Science degree in accounting from Brigham Young University
- Master of Science degree in accounting with a concentration in business assurance from Brigham Young University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®