Axion Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Axion Wealth Advisors provides ongoing portfolio management and investment planning to individuals, high‑net‑worth clients, and charitable organizations, delivering written investment policy statements and both discretionary and non‑discretionary account management. The firm generally focuses client portfolios on mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including precious‑metal ETFs) and TIPS.
The firm uses a mix of fundamental, technical and cyclical analysis and implements long‑term trading alongside margin and options strategies (including covered and uncovered option positions). Axion documents client risk profiles in an Investment Policy Statement, seeks discretionary trading authority where appropriate, and requires custody of client assets at Schwab Institutional.
Several supervised persons maintain roles with other investment advisory firms and act as licensed insurance agents, which the brochure identifies as potential conflicts of interest that the firm discloses and monitors. The brochure also notes that the firm may receive soft‑dollar research benefits, does not aggregate trades across client accounts, and that a management person previously settled an arbitration claim arising from client allegations, all of which are distinguishing operational or regulatory features relative to many peers.
Client services
Expertise
Fee options
1.25% annually
Advisory fees are primary; insurance commissions may be received by representatives but are not primary compensation.
Main office
See office6265 Greenwich Drive, Ste. 150
San Diego CA 92122
Advisors at this office
2
Offices (2)
Most active in
California · Louisiana
Also doing business as
Axion Wealth Advisors · Axion Wealth Advisors Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
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.
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.
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