Axos Invest, Inc.

Axos Invest, Inc. (CRD# 150953) is a financial advisory firm headquartered in Las Vegas, NV. They manage $154,517,399 in 22,991 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    22,991
    ACCOUNTS
  • Average Account Value
    $6,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Axos Invest, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Tracy L. Gallman
CRD#: 2814720
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

Tracy Gallman (CRD# 2814720) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 27 years of experience in the finance industry.

2
Chad G. Heidzig
CRD#: 2900274
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

Chad Heidzig (CRD# 2900274) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 26 years of experience in the finance industry.

3
Noah V. Cicciarelli
CRD#: 7758586
4350 La Jolla Village Dr, San Diego, CA 92122

Noah Cicciarelli (CRD# 7758586) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

4
Kian Fadaee
CRD#: 7542825
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

Kian Fadaee (CRD# 7542825) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has 1 year of experience in the finance industry.

5
James Goldstein
CRD#: 4064878
7103 S Revere Parkway, Centennial, CO 80112

James Goldstein (CRD# 4064878) is an Investment Advisor Representative working at Axos Invest, Inc. in Centennial, CO and has over 21 years of experience in the finance industry.

6
Jorge A. Guzman
CRD#: 6588233
4350 La Jolla Village Dr, Ste 140, San Diego, CA 92122

Jorge Guzman (CRD# 6588233) is an Investment Advisor Representative working at Axos Invest, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

7
Jason Schroeder
CRD#: 2595898
1299 Farnam Street, Suite 800, Omaha, NE 68102

Jason Schroeder (CRD# 2595898) is an Investment Advisor Representative working at Axos Invest, Inc. in Omaha, NE and has over 25 years of experience in the finance industry.

8
James H. Thomas
CRD#: 7172635
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

James Thomas (CRD# 7172635) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.

9
Derek M. Tschudin
CRD#: 4684900
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

Derek Tschudin (CRD# 4684900) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has over 4 years of experience in the finance industry.

10
Emily L. Yu
CRD#: 7816948
9205 W Russell Road, Suite 400, Las Vegas, NV 89148

Emily Yu (CRD# 7816948) is an Investment Advisor Representative working at Axos Invest, Inc. in Las Vegas, NV and has 1 year of experience in the finance industry.

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