Axxcess Wealth Management, LLC
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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
Years of Experience
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Axxcess Wealth Management, LLC Brokerage Details
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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.
Axxcess Wealth Managment
Arete Wealth Management LLC
Securities America Advisors
Family Heritage Team
Jk Creative Opportunities
Securities America, Inc
Wsc Insurance Services, Inc
Asset Preservation Strategies, Inc
John Jenkins has disclosures.
Please visit their SEC profile for more details.