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Jaime Gwenn Hefner

Axxcess Wealth Management, LLC

Carlsbad, CA

Phoenix, AZ

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Current Employers
Axxcess Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-12-01
  • AZ RA
    APPROVED
    Since 2023-12-01

Branch Locations

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

Phoenix, AZ • 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
United Planners' Financial Services Of America A Limited Partner Scottsdale AZ 10/2009 12/2018
Jaime Hefner Designs La Canada CA 01/2003 12/2019
Bridge Advisory, Llc (Fka Penniall & Associates) Pasadena CA 04/2002 12/2023
Axxcess Wealth Management, Llc Dba La Wealth Advisors Llc Phoenix AZ 08/2023 Present
  • 10/2009 → 12/2018
    United Planners' Financial Services Of America A Limited Partner
    Scottsdale, AZ
  • 01/2003 → 12/2019
    Jaime Hefner Designs
    La Canada, CA
  • 04/2002 → 12/2023
    Bridge Advisory, Llc (Fka Penniall & Associates)
    Pasadena, CA
  • 08/2023 → Present
    Axxcess Wealth Management, Llc Dba La Wealth Advisors Llc
    Phoenix, AZ
Previous Registrations
  • 2008-10-21 → 2023-12-06
    Bridge Advisory Llc
    Pasadena, CA
    Pasadena, CA
    Phoenix, AZ
  • 2011-06-24 → 2013-09-05
    Pension Architects Advisory Group, Llc
    Pasadena, CA
  • 2005-03-21 → 2008-11-20
    Penniall & Associates, Inc.
    Pasadena, CA
Other Businesses

1) LA WEALTH ADVISORS, LLC, NOT INVESTMENT-RELATED, PHOENIX, AZ, DBA FOR INVESTMENT ADVISORY BUSINESS CONDUCTED WITH AXXCESS WEALTH MANAGEMENT, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-14
  • S66 Uniform Combined State Law Examination
    2004-11-14
Other Names
  • Jaime Gwenn Niemann
  • Jaime G Niemann

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
FRANK FINANCIAL ADVISORS
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Other Investors

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Samuel Bowman Wheeler
Thomas Ohanesian
JORDIE ELIZABETH CZAPINSKI
ROBERT EDWARD PATERSON
ALEX KLINGENSMITH
Brittney Nicole Partow
Nolan Tyler Martin

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
LPL FINANCIAL LLC · CARLSBAD, CA

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