Inactive

Jonathan Daniel Brackmann

Axxcess Wealth Management, LLC

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Current Employers

Axxcess Wealth Management, Llc

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-01-24

AZ RA
APPROVED

Since 2022-01-24

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

4835 E. Cactus Rd Suite 215, Scottsdale, AZ 85254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Arete Wealth Management Llc	Scottsdale	AZ	10/2013	11/2022
Arete Wealth Advisors Llc	Scottsdale	AZ	04/2020	12/2023
Axxcess Wealth Management, Llc	Scottsdale	AZ	06/2015	08/2017
Axxcess Wealth Management, Llc	Scottsdale	AZ	08/2017	06/2019
Axxcess Wealth Management, Llc	Scottsdale	AZ	06/2019	01/2024
Axxcess Wealth Management, Llc	Scottsdale	AZ	01/2024	Present

10/2013 → 11/2022

Arete Wealth Management Llc

Scottsdale, AZ
04/2020 → 12/2023

Arete Wealth Advisors Llc

Scottsdale, AZ
06/2015 → 08/2017

Axxcess Wealth Management, Llc

Scottsdale, AZ
08/2017 → 06/2019

Axxcess Wealth Management, Llc

Scottsdale, AZ
06/2019 → 01/2024

Axxcess Wealth Management, Llc

Scottsdale, AZ
01/2024 → Present

Axxcess Wealth Management, Llc

Scottsdale, AZ

Previous Registrations

2020-06-10 → 2023-12-08

Arete Wealth Advisors, Llc

Chicago, IL

Scottsdale, AZ
2013-03-11 → 2021-12-31

Axxcess Wealth Management, Llc

Carlsbad, CA

Scottsdale, AZ
2011-08-17 → 2012-12-19

Martin Kelly Capital Management, Llc

Phoenix, AZ
2009-04-20 → 2011-03-02

Calamos Wealth Management Llc

Naperville, IL
2000-10-25 → 2007-11-20

Calamos Advisors Llc

Naperville, IL

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-12-29
S65	Uniform Investment Adviser Law Examination	2000-05-19

S63 Uniform Securities Agent State Law Examination

2011-12-29
S65 Uniform Investment Adviser Law Examination

2000-05-19

View on SEC IAPD

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA

COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA

CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA

FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA

PFS INVESTMENTS INC. · CARLSBAD, CA

COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA

FRANK FINANCIAL ADVISORS · CARLSBAD, CA

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