Juan
Munoz
Axxcess Wealth Management, LLC
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About this Advisor
Juan Munoz is a financial advisor based in San Diego, California. Munoz currently works for Axxcess Wealth Management, LLC. Munoz has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Jp Morgan Chase Private Bank, Jp Morgan Securities LLC, 24 Hour Fitness, Axxcess Wealth Management, LLC and 1St Choice Home LTD. Munoz maintains a Series 63 license, certifying them as a securities broker, and is able to work in California. Axxcess Wealth Management, LLC is an advisory business headquartered in Carlsbad, CA. The investment advisory business has offices in 23 locations and a total of 78 people on staff. It oversees $3 billion in assets among its 9,690 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 9,690 accounts, just 13% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which services the firm provides the client. However, fee types billed by Axxcess Wealth Management, LLC can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$3,399,618,044
78
9,690
$350,838
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
Juan Munoz Work History
Juan has been registered as a financial advisor for 0 years.*
Axxcess Wealth Management, LLC
1St Choice Home LTD
Jp Morgan Chase Private Bank
Jp Morgan Securities LLC
24 Hour Fitness
Wells Fargo Bank, Na
Wells Fargo Advisors, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Juan Munoz 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
Carlsbad, CA
Carlsbad, CA
Charleston, WV
Lantana, TX
Carlsbad, CA
Carlsbad, CA
Carlsbad, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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