Unclaimed Profile

Jonathan Daniel Brackmann

AXXCESS WEALTH MANAGEMENT, LLC·CARLSBAD, California

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record25 years registeredAXXCESS WEALTH MANAGEMENT, LLC

6005 HIDDEN VALLEY ROAD, CARLSBAD, CA 92011CRD# 4075152Firm CRD# 164081

Profile Verification

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

Identity

Jonathan Daniel Brackmann · CARLSBAD, CA

Registration

CRD #4075152 · AXXCESS WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

AXXCESS WEALTH MANAGEMENT, LLC

Jan 2022 – present

ARETE WEALTH ADVISORS, LLC

Jun 2020 – Dec 2023

Scottsdale, AZ

AXXCESS WEALTH MANAGEMENT, LLC

Mar 2013 – Dec 2021

SCOTTSDALE, AZ

MARTIN KELLY CAPITAL MANAGEMENT, LLC

Aug 2011 – Dec 2012

PHOENIX, AZ

CALAMOS WEALTH MANAGEMENT LLC

Apr 2009 – Mar 2011

NAPERVILLE, IL

CALAMOS ADVISORS LLC

Oct 2000 – Nov 2007

NAPERVILLE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 25, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXXCESS WEALTH MANAGEMENT, LLC

CRD 164081 · SEC 801-76763

AUM

$6.5B

Regulatory assets under management

Employees

24,090 client accounts

Services offered by AXXCESS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AXXCESS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Daniel Brackmann offer?

Jonathan Daniel Brackmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Jonathan Daniel Brackmann's credentials?

Jonathan Daniel Brackmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Daniel Brackmann located?

Jonathan Daniel Brackmann is based in CARLSBAD, California, working with AXXCESS WEALTH MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Jonathan Daniel Brackmann charge for services?

Jonathan Daniel Brackmann's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXXCESS WEALTH MANAGEMENT, LLC?

AXXCESS WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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