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Jennifer Polkinghorn Easley

Axxcess Wealth Management, LLC

Carlsbad, CA

La Quinta, CA

Powell Butte, OR

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Current Employers
Axxcess Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-07-19
TX RA APPROVED 2022-07-19
WA RA APPROVED 2022-01-04
  • CA RA
    APPROVED
    Since 2022-07-19
  • TX RA
    APPROVED
    Since 2022-07-19
  • WA RA
    APPROVED
    Since 2022-01-04

Branch Locations

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

La Quinta, CA • United States

Powell Butte, OR • 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
Kms Financial Services, Inc. Seattle WA 08/1983 09/2020
Axxcess Wealth Management, Llc Seattle WA 09/2020 08/2026
First Pacific Financial, Inc. Vancouver WA 08/2026 Present
Jennifer P. Easley, Cfp Seattle WA 04/1990 08/2026
  • 08/1983 → 09/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 09/2020 → 08/2026
    Axxcess Wealth Management, Llc
    Seattle, WA
  • 08/2026 → Present
    First Pacific Financial, Inc.
    Vancouver, WA
  • 04/1990 → 08/2026
    Jennifer P. Easley, Cfp
    Seattle, WA
Previous Registrations
  • 2020-09-04 → 2021-12-31
    Axxcess Wealth Management, Llc
    Bainbridge, WA
  • 1989-12-08 → 2020-09-04
    Kms Financial Services, Inc.
    Bainbridge Island, WA
    Bainbridge Island, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-11-01
  • S63 Uniform Securities Agent State Law Examination
    1983-11-01
Designations
Other Names
  • Jennifer Polkinghorn Easley
  • Jennifer Marie Polkinghorn

View on SEC IAPD

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