Juan Munoz (CRD# 6258887) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Axxcess Wealth Management, LLC | San Diego, CA | Jan 2023 - Current | 1 |
1st Choice Home Ltd | San Diego, CA | May 2021 - Current | 2 |
Jp Morgan Chase Private Bank | San Diego, CA | May 2015 - May 2021 | 6 |
Jp Morgan Securities LLC | San Diego, CA | May 2015 - Feb 2021 | 5 |
24 Hour Fitness | San Diego, CA | Dec 2015 - Mar 2016 | < 1 |
Wells Fargo Advisors, LLC | Clifton, NJ | Oct 2014 - May 2015 | < 1 |
Wells Fargo Bank, Na | Clifton, NJ | Aug 2014 - May 2015 | < 1 |
Wells Fargo Advisors LLC | La Jolla, CA | Oct 2013 - Jun 2014 | < 1 |
Wells Fargo Bank Na | La Jolla, CA | Feb 2010 - Jun 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2013 |
- CA
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Total Assets Under Management6,471MILLIONS
-
Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV
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