JM
JM

James Anthony Milazzo

26 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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
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Location

7400 W. 130th Street, Suite 230, Overland Park, KS, 66213

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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.

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Other Business ActivitiesSells Insurance

James has 50% ownership in Sewalson Milazzo Financial Consulting Group LLC, dedicating full-time hours to it, and it serves as a DBA for advisory activities. He also works as an insurance agent selling accident & health, life, variable life, and variable annuity products, dedicating about 10% of his time to this activity.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2005 - April 2022 · 16 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
May 2005 - April 2022 · 16 yrs 11 mos
Edward JonesBroker
October 1999 - June 2005 · 5 yrs 8 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
James Anthony Milazzo - Financial Advisor | TrueAdvisor