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Jeffrey Douglas Anderson

Axxcess Wealth Management, LLC

Carlsbad, CA

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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 2024-02-29
  • CA RA
    APPROVED
    Since 2024-02-29

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • 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
Ancora Advisors Llc Cleveland OH 05/2010 03/2020
Inverness Securities Llc Cleveland OH 01/2016 04/2020
Presidio Capital Management, Llc San Diego CA 08/2021 01/2023
Not Employed Not Employed CA 04/2020 08/2021
Axxcess Wealth Management, Llc Carlsbad CA 02/2024 Present
Not Employed Not Employed CA 01/2023 02/2024
  • 05/2010 → 03/2020
    Ancora Advisors Llc
    Cleveland, OH
  • 01/2016 → 04/2020
    Inverness Securities Llc
    Cleveland, OH
  • 08/2021 → 01/2023
    Presidio Capital Management, Llc
    San Diego, CA
  • 04/2020 → 08/2021
    Not Employed
    Not Employed, CA
  • 02/2024 → Present
    Axxcess Wealth Management, Llc
    Carlsbad, CA
  • 01/2023 → 02/2024
    Not Employed
    Not Employed, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-12-08
S65 Uniform Investment Adviser Law Examination 1999-06-29
  • S63 Uniform Securities Agent State Law Examination
    2010-12-08
  • S65 Uniform Investment Adviser Law Examination
    1999-06-29
Designations
Other Names
  • Jeffrey Anderson
  • Jeffrey Douglas Anderson
  • Jeffrey Anderson

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
LPL FINANCIAL LLC · CARLSBAD, CA

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