Cody evan Heilpern Bostian
Investment adviser representative at Axos Invest, Inc
11 yearsExperience
2 statesRegistered in
$150.8MFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Axos Invest, IncJul 2026 to now
- Cetera Investment Advisers LLCFeb 2026 to Jun 2026
- Cetera Wealth Services, LLCFeb 2026 to Jun 2026
- Arrive LogisticsJan 2024 to Dec 2025
- Team Kia of El CajonMay 2020 to May 2021
- Northern Arizona UniversityJan 2020 to Jan 2024
- UnemployedMay 2019 to Jan 2020
- Christian High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Axos Invest, Inc
$150.8MAssets managed
6,792Clients
14Advisers
12 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
- 8215321
- Firm CRD
- 150953