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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brackmann is an investment advisor representative with Axxcess Wealth Management, LLC. Jonathan has been in the industry since 2000 and has experience in providing financial planning, pension consulting, and portfolio management services. Jonathan holds the Series 6, 7, 24, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/24/2022 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
AZ
10/11/2013 - 11/09/2022
ARETE WEALTH MANAGEMENT, LLC (Scottsdale AZ)
AZ
12/09/2011 - 10/16/2013
MUTUAL SECURITIES, INC. (SCOTTSDALE AZ)
IL
01/27/2000 - 03/02/2011
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
BC
Issued 12/29/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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