John
Jenkins

Axxcess Wealth Management, LLC

CRD#1163851
Investment Advisor
in San Diego, CA
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About this Advisor

John Jenkins is a certified financial planner whose office is in San Diego, California. Currently a registered financial advisor with Axxcess Wealth Management, LLC, they have accumulated a notable 30 years of practice in the financial advisory industry. Jenkins has Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Jenkins is able to serve customers based out of Arizona, California, Texas, Florida, Idaho and Oregon. Throughout their career, they have worked at Securities America, Inc, Asset Preservation Strategies, Inc, Wsc Insurance Services, Inc, Jk Creative Opportunities, Securities America Advisors, Family Heritage Team, Axxcess Wealth Managment and Arete Wealth Management LLC. Axxcess Wealth Management, LLC is headquartered in San Diego, California, and has four other offices across the United States. As a registered advisory firm, Axxcess Wealth Management, LLC oversees $516 million in assets throughout 647 client accounts and employs 10 staff members. The firm's total assets under management makes it one of the bigger financial advisory firms in the United States. The firm manages 606 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Axxcess Wealth Management, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

30 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

Yes

Office Location

3636 Nobel Dr Number 440
San Diego, CA 92122

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Axxcess Wealth Management, LLC Brokerage Details

Total Assets Under Management

$777,740,589

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,754

CA Average: 3,727
Average Account Size

$443,410

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Jenkins Work History

John has 30 years of experience.

2016 - Present (3 years)

Axxcess Wealth Managment

2016 - Present (3 years)

Arete Wealth Management LLC

2012 - 2016 (4 years)

Securities America Advisors

2012 - 2015 (3 years)

Family Heritage Team

2009 - Present (10 years)

Jk Creative Opportunities

2008 - 2016 (8 years)

Securities America, Inc

2008 - 2014 (6 years)

Wsc Insurance Services, Inc

1988 - Present (31 years)

Asset Preservation Strategies, Inc

Disclosures

John Jenkins has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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