Axion Wealth Advisors

Axion Wealth Advisors (CRD# 325396) is a financial advisory firm headquartered in San Diego, CA. They manage $32,540,000 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6265 Greenwich Drive, Ste. 150, San Diego, CA 92122
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $756,744
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Axion Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Jackey, financial advisor San Diego CA
Gregory J. Jackey
CRD#: 1670419
6265 Greenwich Drive, Ste. 150, San Diego, CA 92122

Gregory Jackey (CRD# 1670419) is an Investment Advisor Representative working at Axion Wealth Advisors in San Diego, CA and has over 36 years of experience in the finance industry.

2
Beverly Robinson, financial advisor Baton Rouge LA
Beverly S. Robinson
CRD#: 2032831
Baton Rouge, LA

Beverly Robinson (CRD# 2032831) is an Investment Advisor Representative working at Axion Wealth Advisors in Baton Rouge, LA and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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