Patricia
Stewart
Axxcess Wealth Management, LLC
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About this Advisor
Patricia Stewart is a financial advisor based in San Diego, California, working with Axxcess Wealth Management, LLC. Patricia has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Axxcess Wealth Management, LLC Dba Alta Private Wealth, Axxcess Wealth Management, LLC Dba Asset Preservation Strategies, and American River College. Patricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Patricia is part of Axxcess Wealth Management, LLC, which operates out of San Diego, 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
Patricia Stewart Work History
Axxcess Wealth Management, LLC Dba Asset Preservation Strategies
Axxcess Wealth Management, LLC Dba Asset Preservation Strategies
Axxcess Wealth Management, LLC Dba Alta Private Wealth
American River College
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Disclosures
Please visit the SEC profile of Patricia Stewart 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
Bainbridge Island, WA
San Diego, CA
Carlsbad, CA
Denver, CO
Lantana, TX
Carlsbad, CA
Carlsbad, CA
Pasadena, CA
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