Chief Operating Officer
Jon Brackmann is the Chief Operating Officer at Axxcess Wealth Management where he has worked with our clients and team of investment advisors since 2011. He is based out of the Scottsdale, AZ branch of AWM where he oversees the operations and trading departments of our firm. Jon is also responsible for working on the design and execution of the Axxcess Customized Portfolio Platform.
Schedule a time to talk or register below to take a tour of the Axxcess Portal.
Jon@axxcesswealth.com 858.217.5347 x 401
Offered on the Axxcess Platform
We can implement our recommendations, or your unique diligence criteria without bias, or restriction. We work with both traditional and self directed custodians, and can accommodate holdings such as, private stock, llc units, partnerships, closely held corporations, real estate, private equity, and hedge funds.
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"We can work on your financial goals all in one environment"
Carlsbad CA, 92011
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.