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Andrew J

Series 65

San Diego, CA

Axion Wealth Advisors

Andrew Jackey is a financial advisor at Axion Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Tesorio and Carta, as well as a position at Sphere. Axion Wealth Advisors offers portfolio management and investment planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside long-term trading and options strategies, focusing on a diversified mix of investment vehicles such as mutual funds, equities, fixed income, real estate funds, ETFs, and TIPS.

Options & derivatives strategies Real estate investing Wealth management
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Gregory J

Series 63, Series 65

San Diego, CA

Axion Wealth Advisors

Gregory Jackey is a financial advisor at Axion Wealth Advisors in San Diego, CA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Citigroup Global Markets, and Laurel Wealth Advisors. Jackey also operates as an independent licensed insurance agent. Axion Wealth Advisors provides portfolio management and investment planning services to individuals, high-net-worth clients, and charitable organizations, employing a mix of fundamental, technical, and cyclical analysis along with long-term trading and options strategies.

Options & derivatives strategies Real estate investing Wealth management
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Beverly R

Series 63, Series 65

Baton Rouge, LA

Axion Wealth Advisors

Beverly Robinson is a financial advisor at Axion Wealth Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 28 years of industry experience. Her prior roles include positions at Integrated Wealth Concepts, LLC, Laurel Wealth Advisors, Ameriprise, Wells Fargo Investments, and Banc Of America Investment Services. She is also an independent licensed insurance agent. Axion Wealth Advisors provides portfolio management and investment planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis with a focus on mutual funds, equities, fixed income, real estate funds, ETFs, and TIPS, offering both discretionary and non-discretionary account management.

Options & derivatives strategies Real estate investing Wealth management
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