Jon Brackmann
Chief Operating Officer at Axxcess Wealth Management
- Role
- Managing Director at Axxcess Wealth Management
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Brackmann
Specialties: Certified Investment Management Analyst(SM) professional Chartered Mutual…
Experience
Managing Director
Jan 2019 — Present · Scottsdale, AZ, US
Education
University of Phoenix
MBA, Master of Business Administration
2006 — 2008
Iowa State University - Ivy College of Business
Bachelor of Science, Marketing
1994 — 1998
Skills
- Banking
- Financial Advisory
- Series 7
- Retirement
- Securities
- Licensing
- Management
- 401k
- Retirement Planning
- Insurance
- Investment Management
- Investment Advisory
- Series 24
- Wealth Management
- Investments
- Uniform Combined State Law
- Cima
- Due Diligence
- Asset Allocation
- Asset Management
- Series 65
- Sales
- Series 63
- Separately Managed Accounts
- Alternative Investments
- Investment Strategies
- Morningstar
- Financial Services
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