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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Munoz is an investment advisor representative at Axxcess Wealth Management, LLC. Juan has been in the financial industry for over 7 years and has a Series 6, SIE and Series 63 license. Juan has experience working with clients in the areas of financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Juan has been registered with Wells Fargo Advisors, LLC, JP Morgan Securities LLC and Axxcess Wealth Management, LLC. Juan is a Mortgage Advisor with 1st Choice Home Ltd. Juan's areas of expertise include individuals, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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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CA
01/10/2023 - Present
Axxcess Wealth Management, LLC (San Diego CA)
CA
05/29/2015 - 02/11/2021
J.P. MORGAN SECURITIES LLC (CARLSBAD CA)
NJ
10/10/2014 - 05/06/2015
WELLS FARGO ADVISORS, LLC (CLIFTON NJ)
CA
11/19/2013 - 06/18/2014
WELLS FARGO ADVISORS, LLC (LA JOLLA CA)
BC
Issued 11/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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