Matthew
Jadwisiak
Axim Planning & Wealth
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About this Advisor
Matthew Jadwisiak is a financial advisor working out of Springboro, Ohio with 1 year of industry experience. Jadwisiak currently works for Axim Planning & Wealth. Throughout their career, they have worked at Sirsidynix, Cetera Advisors, LLC, Bp Bats, Campus Logic, Jadwisiak Finance, LLC, Axim Wealth Management, Hashicorp, Jadwisiak LLC and Cetera Advisors LLC. Jadwisiak has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio and Texas. Axim Planning & Wealth is an advisory company headquartered in Springboro, OH. It oversees $113 million in assets under management between its 451 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 451 customer accounts, just 14% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fees billed by Axim Planning & Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axim Planning & Wealth Brokerage Details
$112,916,841
2
451
$250,370
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Jadwisiak Work History
Matthew has been registered as a financial advisor for 1 years.*
Cetera Advisors, LLC
Jadwisiak Finance, LLC
Axim Wealth Management
Hashicorp
Cetera Advisors LLC
Bp Bats
Campus Logic
Jadwisiak LLC
Sirsidynix
*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 Matthew Jadwisiak 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 Axim Planning & Wealth
Springboro, OH
Springboro, OH
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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