Jeffrey Douglas Anderson
Investment adviser representative at Axxcess Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
CFADesignation
$8.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Axxcess Wealth Management, LLCFeb 2024 to now
- Not EmployedJan 2023 to Feb 2024
- Presidio Capital Management, LLCAug 2021 to Jan 2023
- Not EmployedApr 2020 to Aug 2021
- Inverness Securities LLCJan 2016 to Apr 2020
- Ancora Advisors LLCMay 2010 to Mar 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Axxcess Wealth Management, LLC
$8.9BAssets managed
10,357Clients
28Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3193243
- Firm CRD
- 164081