Axos Invest, Inc

Cody Evan Bostian is a financial advisor at Axos Invest, Inc with a Series 66 designation and one year of industry experience. Prior to his current role, he worked briefly at Cetera and Cetera Wealth Services, LLC, and has a background that includes positions outside the financial industry. Axos Invest serves retail individual clients by providing automated advisory services through online platforms, offering discretionary portfolio management with model portfolios primarily composed of mutual funds and ETFs, including digital-asset ETFs. The firm employs lifecycle-based asset allocation models supported by ongoing monitoring and rebalancing, with a focus on broad retail account management.

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. 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 and diversification with thematic options and integrates portfolio management with affiliated banking and brokerage entities.

Brandy Dyer Morris is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior roles include positions at Edward Jones, Cetera Advisor Networks, Carson Group, Securities America, Inc., and TD Ameritrade. Axos Invest serves retail individual clients through automated advisory services, providing discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s investment process involves an online questionnaire to determine asset allocation, with ongoing monitoring and rebalancing managed by its Axos Portfolio Management Group.

Jason Schroeder is a financial advisor at Axos Invest, Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Axos Invest and related entities since 2021, following six years at Securities America Inc. 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 exposures, supported by an internal Portfolio Management Group that coordinates third-party model managers and portfolio customization.

James Thomas is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Axos Invest, Inc. in Las Vegas, NV. He has seven years of industry experience, all with entities affiliated with Axos, including Axos Bank and Axos Invest. Axos Invest, Inc. provides automated discretionary portfolio management to retail individual clients through its website and mobile apps, utilizing model portfolios composed mainly of mutual funds and ETFs, including thematic and digital-asset ETFs. The firm’s investment approach involves lifecycle-based asset allocation models, ongoing monitoring, and options for client customization, supported by its Axos Portfolio Management Group.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. 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 offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Morry Morales is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Morales also worked for Banana Republic for ten years. 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 exposures, with ongoing implementation and monitoring managed by an internal Portfolio Management Group.

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.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. 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 and diversification, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Paul Yeh is a financial advisor with Axos Invest, Inc, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors Networks LLC, and Advyzon. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily composed of mutual funds and ETFs. The firm emphasizes asset allocation and diversification, with options for thematic exposures and tax-loss harvesting, and operates within the Axos Financial group alongside affiliated brokerage and custody services.

Hunter Bremer is a financial advisor with Axos Invest, Inc and has nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and DC Centre. Bremer is part of a team-based advisory model at Axos Invest. Axos Invest serves retail individual clients through automated advisory services using model portfolios comprised mainly of mutual funds and ETFs, including thematic and digital-asset options. The firm employs a lifecycle-based asset allocation process supported by ongoing monitoring and discretionary portfolio management.

Chad Heidzig is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Axos Clearing since 2019 and was previously with Mutual Of Omaha Investor Services, Inc. from 2011 to 2019. 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 and diversification with options for thematic exposures and tax-loss harvesting, serving a large retail client base through its integrated approach within the Axos Financial group.