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JM

Justin Mark Bonavitacola

Investment Adviser Representative at AXXCESS WEALTH MANAGEMENT, LLC

Cranberry Township, PACRD #5442755Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
PennsylvaniaWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/16/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 12/21/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/30/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/28/2007

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.

VANDALIA WEALTHCurrent
4/27/2026Cranberry Township, PA
AXXCESS WEALTH MANAGEMENT, LLCCurrent
2/22/2024Valencia, PA
LINCOLN FINANCIAL DISTRIBUTORS, INC.
11/29/20072/23/2024Radnor, PA

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. Justin Mark Bonavitacola 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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