Gloria Jean Bommarrito
Investment adviser representative at Axiom Financial Strategies Group, LLC
17 yearsExperience
1 stateRegistered in
$404.1MFirm assets
6 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Lion Street AdvisorsOct 2020 to now
- Axiom Financial Strategies Group, LLCFeb 2020 to now
- Spring Street SolutionsFeb 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2020
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Axiom Financial Strategies Group, LLC
$404.1MAssets managed
575Clients
6Advisers
6 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
- 4188655
- Firm CRD
- 306618