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Matthew David Jadwisiak

Axim Planning & Wealth

Springboro, OH

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Current Employers
Axim Planning & Wealth

4 Sycamore Creek Drive, Springboro, OH 45066 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-04-26
TX RA APPROVED_RES 2022-04-26
  • OH RA
    APPROVED
    Since 2022-04-26
  • TX RA
    APPROVED_RES
    Since 2022-04-26

Branch Locations

4 Sycamore Creek Drive, Springboro, OH 45066 • 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
OrganizationCityStateFromTo
Sirsidynix Lehi UT 01/2013 07/2018
Cetera Advisors, Llc Denver CO 03/2020 Present
Bp Bats Loveland OH 07/2019 01/2022
Campus Logic Chandler AZ 07/2018 02/2020
Jadwisiak Finance, Llc Liberty Twp OH 01/2020 Present
Axim Wealth Management Dayton OH 11/2020 Present
Hashicorp San Francisco CA 04/2020 07/2021
Jadwisiak Llc Liberty Twp OH 09/2018 07/2021
Cetera Advisors Llc Denver CO 05/2020 04/2022
  • 01/2013 → 07/2018
    Sirsidynix
    Lehi, UT
  • 03/2020 → Present
    Cetera Advisors, Llc
    Denver, CO
  • 07/2019 → 01/2022
    Bp Bats
    Loveland, OH
  • 07/2018 → 02/2020
    Campus Logic
    Chandler, AZ
  • 01/2020 → Present
    Jadwisiak Finance, Llc
    Liberty Twp, OH
  • 11/2020 → Present
    Axim Wealth Management
    Dayton, OH
  • 04/2020 → 07/2021
    Hashicorp
    San Francisco, CA
  • 09/2018 → 07/2021
    Jadwisiak Llc
    Liberty Twp, OH
  • 05/2020 → 04/2022
    Cetera Advisors Llc
    Denver, CO
Previous Registrations
  • 2020-05-19 → 2022-04-27
    Cetera Advisors Llc
    Dayton, OH
Other Businesses

Jadwisiak Finance LLC; Investment Related; Liberty Twp, OH; Insurance Agent; Fixed Insurance Sales; Approximately 30% of time spent on this activity.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-08-16
S65 Uniform Investment Adviser Law Examination 2019-07-11
  • S63 Uniform Securities Agent State Law Examination
    2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2019-07-11

View on SEC IAPD

Other Firms

FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC
KIPLINGER WEALTH ADVISORS
EDWARD JONES
FINANCIAL COUNSELING, INC.
MT. RAINIER GROUP, LLC
THE CONNOR GROUP FUND MANAGER, LLC
HUFFMAN PRAIRIE HOLDINGS, LLC

Other Investors

KATHY KIRKMAN SPERRY
HOLLY REED BANFORD
Alyshia Webb
RICHARD SMITH
BRUCE ALLEN KRARUP
MICHAEL KENT THOMPSON
PAUL JACOB PURCELL
Douglas J Koogler

Other Offices

FIFTH THIRD SECURITIES, INC. · SPRINGBORO, OH
LPL FINANCIAL LLC · SPRINGBORO, OH
KIPLINGER WEALTH ADVISORS · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
FINANCIAL COUNSELING, INC. · SPRINGBORO, OH
EDWARD JONES · SPRINGBORO, OH
KIPLINGER WEALTH ADVISORS · SPRINGBORO, OH
MT. RAINIER GROUP, LLC · MIAMISBURG, OH

More in Springboro, OH

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