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
Axion Wealth Advisors
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts43ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Axion Wealth Advisors
1
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 (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.
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