Jennifer
Mcnulty

Axos Invest, Inc

CRD#4170316
Investment Advisor
in Las Vegas, NV

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About this Advisor

Jennifer Mcnulty is a financial advisor based out of Las Vegas, Nevada with 2 years of relevant experience. Mcnulty is an advisor for Axos Invest, Inc. Over the course of their career, they have held roles at Stephens Inc, Geneos Wealth Management, A&I Financial Services, LLC, E*Trade Securities LLC, E*Trade Capital Management, LLC, E*Trade Capital Management LLC and Axos Clearing LLC. Mcnulty maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado. Axos Invest, Inc is a company that has its headquarters in Las Vegas, NV. It has a total of 11 advisors. It administers $155 million in assets among its 22,991 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The business provides portfolio management for individuals and small businesses. Fees for financial management typically are based on which service is offered. Fee types charged by Axos Invest, Inc can be comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9205 W Russell Road Suite 400
Las Vegas, NV 89148

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Axos Invest, Inc Brokerage Details

Total Assets Under Management

$154,517,399

NV Average: $664,206,839
Total Number of Employees

11

NV Average: 10
Total Number of Accounts

22,991

NV Average: 1,698
Average Account Size

$6,721

NV Average: $391,170

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jennifer Mcnulty Work History

Jennifer has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Axos Clearing LLC

2020 - 2020 (< 1 year)

E*Trade Securities LLC

2020 - 2020 (< 1 year)

E*Trade Capital Management LLC

2020 - 2021 (1 year)

E*Trade Securities LLC

2020 - 2021 (1 year)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2019 - 2020 (1 year)

E*Trade Capital Management, LLC

2017 - 2018 (1 year)

Geneos Wealth Management

2017 - 2018 (1 year)

A&I Financial Services, LLC

2005 - 2015 (10 years)

Stephens Inc

*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 Jennifer Mcnulty 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 Axos Invest, Inc

Tracy Gallman
Las Vegas, NV
Chad Heidzig
Las Vegas, NV
Kian Fadaee
Las Vegas, NV
Haylie Kalinowski
Las Vegas, NV
James Thomas
Las Vegas, NV
Derek Tschudin
Las Vegas, NV
Michael Klepper
San Diego, CA
Jennifer Mcnulty
Las Vegas, NV

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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