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Jonathan Daniel Brackmann

Investment Adviser Representative at AXXCESS WEALTH MANAGEMENT, LLC

Scottsdale, AZCRD #4075152Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/2011
Series 65
Uniform Investment Adviser Law Examination
Passed 5/19/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/23/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/4/2000
Series 24
General Securities Principal Examination
Passed 5/22/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Wealth Management / Customized Portfolio Platform0.15%
Wealth Management / Customized Portfolio Platform2.00%
Source

Axxcess Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AXXCESS WEALTH MANAGEMENT, LLCCurrent
1/4/2022Scottsdale, AZ
ARETE WEALTH ADVISORS, LLC
6/10/202012/8/2023Scottsdale, AZ
AXXCESS WEALTH MANAGEMENT, LLC
3/11/201312/31/2021Scottsdale, AZ
MARTIN KELLY CAPITAL MANAGEMENT, LLC
8/17/201112/19/2012Phoenix, AZ
CALAMOS WEALTH MANAGEMENT LLC
4/20/20093/2/2011Naperville, IL
CALAMOS ADVISORS LLC
10/25/200011/20/2007Naperville, IL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Daniel Brackmann has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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