Jennifer Polkinghorn Easley

CFP

Axxcess Wealth Management, LLC

42 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Axxcess Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

8,726 clients

Average Client Portfolio

$725K average

Assets Under Management

$6.3B

Fee Structure

Financial Planning:Included in AUM fee

Location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Axxcess Wealth Management, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Axxcess Wealth Management, LLC

September 2020 - December 2021 · 1 yr 3 mos

Kms Financial Services, INC

December 1989 - September 2020 · 30 yrs 9 mos

Kms Financial Services, INC.Broker

October 1983 - September 2020 · 36 yrs 11 mos

State Registrations3 states

CATXWA

Advisor

Exams

No exam information available for this advisor.