Jeffrey Douglas Anderson

CFA

Axxcess Wealth Management, LLC

20 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

February 2024 - Present · 2 yrs

Previous Registrations

Presidio Capital Management, LLC

September 2021 - February 2023 · 1 yr 5 mos

Inverness Securities, LLCBroker

January 2016 - April 2020 · 4 yrs 3 mos

Safeguard Securities, INC.Broker

April 2013 - December 2015 · 2 yrs 8 mos

Ancora Securities, INC.Broker

November 2010 - April 2013 · 2 yrs 5 mos

Millenco, L.L.C.Broker

April 2007 - December 2008 · 1 yr 8 mos

Performance Specialist Group LLCBroker

April 2002 - June 2002 · 2 mos

Kellogg Capital Group LLCBroker

October 2000 - March 2006 · 5 yrs 5 mos

The Equitable Life Assurance Society of the United StatesBroker

March 1999 - September 1999 · 6 mos

Eq Financial Consultants, INC.Broker

March 1999 - September 1999 · 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.