San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Axos Invest, Inc
Team
Firm-wide stats for Axos Invest, Inc
About
Axos Invest serves retail individual clients through automated advisory services delivered via its website and mobile applications. The firm provides discretionary portfolio management using model portfolios made up primarily of mutual funds and ETFs — including core, thematic, and digital‑asset (e.g., bitcoin) ETFs — and offers access to third‑party model managers and an elective tax‑loss harvesting service.
The firm’s investment process begins with an online questionnaire that maps clients to lifecycle‑based asset allocation models; ongoing monitoring, periodic rebalancing, trade implementation, and account administration are coordinated by its Axos Portfolio Management Group (APMG). Clients can select or customize eligible models, impose certain ETF restrictions, and rely on third‑party managers whose allocations are implemented and reviewed by APMG.
Notable features include its affiliation with a banking and brokerage group (wholly owned by Axos Securities and ultimately by public company Axos Financial, Inc.) and the use of affiliated clearing and custody through Axos Clearing as the execution venue. The brochure also highlights a high client density — roughly 6,792 clients served by 16 advisors (over 400 clients per advisor) — and an explicit focus on broad retail account management rather than serving high‑net‑worth clients or providing standalone financial planning.
Based on Axos Invest, Inc
Location
4350 La Jolla Village Drive
San Diego CA 92122
Advisors at this office
3
Advisors at this office
Cody Evan B
Series 66
San Diego, CA
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.
Morry M
Series 63, Series 66
San Diego, CA
Axos Invest, Inc
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.
Paul Y
Series 65, Series 66
San Diego, CA
Axos Invest, Inc
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.
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