Oppenheimer & Co.
47yrs
Top advisor by experience in Carlsbad
26yrs
Jonathan Brackmann
Full name on record: Jonathan Daniel Brackmann
Financial advisor at Axxcess Wealth Management
Jonathan Brackmann has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Carlsbad, California. After three years at Arete Wealth Advisors and a year at Martin Kelly Capital Management, Jonathan joined Axxcess Wealth Management in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 457 advisors with offices in Carlsbad, and one of 416 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$826,584
Advisors at the firm38
States licensed ?1 state
Services through Axxcess Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowAxxcess Wealth Management, LLCCurrent firm
- 2020 – 2023Arete Wealth Advisors, LLCPreviously
- 2013 – 2021Axxcess Wealth Management, LLCPreviously
- Aug 2011 – Dec 2012Martin Kelly Capital Management, LLCPreviously
- Apr 2009 – Mar 2011Calamos Wealth Management LLCPreviously
- 2000 – 2007Calamos Advisors LLCPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Axxcess Wealth Management at (858) 217-5347 and ask for Jonathan Brackmann. Jonathan works from the Carlsbad, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2000, about 26 years. Top 24% by experience nationwide.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Axxcess Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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