Axiom Investment Solutions LLC
Axiom Investment Solutions LLC (CRD# 192518) is a financial advisory firm headquartered in Doylestown, PA. They manage $18,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$360,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan McSurdy (CRD# 3236154) is an Investment Advisor Representative working at Axiom Investment Solutions LLC in Doylestown, PA and has over 19 years of experience in the finance industry. Jonathan McSurdy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.