John Jones
John Jones is a registered investment advisor at Axxcess Wealth Management, LLC, based in Charleston, WV, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
500 Corporate Landing, Suite 201, Charleston, WV, 25311
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2010Customer Dispute
January 2004Customer Dispute
April 2003Other Business ActivitiesSells Insurance
John is a one-third owner of BJH Properties LLC, a real estate holding company, but currently devotes no time to it. He also advises his spouse on Performance Industrial Coatings, Inc., an industrial construction business, spending a few hours per week, and sells insurance products, including life, accident, health, and variable annuities, dedicating a few hours per week.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wheat, First Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.