Jaime Gwenn Hefner

Axxcess Wealth Management, LLC

21 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.

Other Business Activities

Jaime uses LA Wealth Advisors, LLC as a DBA for investment advisory business conducted with Axxcess Wealth Management, LLC. This activity is not investment-related.

Employment History

Current Registrations

Axxcess Wealth Management, LLC

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

Pension Architects Advisory Group, LLC

June 2011 - September 2013 · 2 yrs 3 mos

United Planners' Financial Services of America a Limited PartnerBroker

October 2009 - December 2018 · 9 yrs 2 mos

Bridge Advisory LLC

October 2008 - December 2023 · 15 yrs 2 mos

Nrp Financial, INC.Broker

July 2008 - October 2009 · 1 yr 3 mos

Aig Financial Advisors, INC.Broker

October 2005 - July 2008 · 2 yrs 9 mos

Penniall & Associates, INC.

March 2005 - November 2008 · 3 yrs 8 mos

Sunamerica Securities, INC.Broker

August 2004 - October 2005 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.