Jonathan
Lugo
Axxcess Wealth Management, LLC
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About this Advisor
Jonathan Lugo is a financial advisor based in Carlsbad, California, working with Axxcess Wealth Management, LLC. Jonathan has previously held positions at Northwestern Mutual Investment Services LLC, Axxcess Wealth Management, LLC D/B/A Zandbergen Group, and Northwestern Mutual Life Insurance Company. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jonathan is part of Axxcess Wealth Management, LLC, which operates out of Carlsbad, California. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$6,470,763,788
78
24,090
$268,608
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
Jonathan Lugo Work History
Axxcess Wealth Management, LLC D/B/A Zandbergen Group
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Jonathan Lugo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Axxcess Wealth Management, LLC
Carlsbad, CA
Bainbridge Island, WA
San Diego, CA
Denver, CO
Lantana, TX
Carlsbad, CA
Pasadena, CA
Carlsbad, CA
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