JJ
John Jones
from Axxcess Wealth Management, LLC
John Jones is a financial advisor based in California, Carlsbad,
with 29 years of experience. John currently works for
Axxcess Wealth Management, LLC.
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
John Jones works at Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC is a financial advisory firm based in Carlsbad, California. It currently has approximately $2,748,214,415 of assets under management and employs about 82 people. Axxcess Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
22 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and performance-based fees
Office location
6005 Hidden Valley Road, Suite 290, Carlsbad, California, 92011
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting