About Us

With a diverse background in financial services, Jeptha Sedgwick’s entire professional career has been focused around the financial services industry. With experience interning at a Robo-Advisor startup, a Wealth Management firm, and a Financial Planning firm. This hands-on exposure has equipped Jeptha with a comprehensive understanding of various investment strategies and client needs. In addition, Jeptha has held sales roles at a private market data provider and a Wealth Management firm which have honed his ability to communicate complex financial concepts effectively and build strong client relationships. 

 

Jeptha holds the Securities Industry Essentials certificate and is currently preparing to pass the Series 65 exam in order to further his expertise in investment advising and financial planning.