James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Hunter Bremer is a financial advisor at Axos Invest, Inc with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and DC Centre. His current role at Axos Invest involves team-based portfolio management. Axos Invest serves retail individual clients via automated advisory services, offering discretionary management through model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s process uses an online questionnaire to guide asset allocation and supports customization alongside access to third-party model managers.