JL
Jason A. Lunsford
AXXCESS WEALTH MANAGEMENT
Charleston, WV 25311
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CRD#: 4240896
JL
Professional summary
Jason Andrew Lunsford, AIF®, who also goes by Jason A Lunsford, is a registered financial advisor currently at AXXCESS WEALTH MANAGEMENT, LLC located in Charleston, West Virginia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 9 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason A Lunsford
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INSURANCE SALES: NOT INVESTMENT RELATED; 500 CORPORATE LANDING, SUITE 201, CHARLESTON, WV, USA, 25311; FIXED INSURANCE PRODUCTS; AGENT; START DATE 01/2007; 8 HOURS/MONTH; 8 HOURS/MONTH DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Andrew Lunsford's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 3, 2025 - Present
AXXCESS WEALTH MANAGEMENT, LLC
Office #1: 500 Corporate Landing Suite 201, Charleston, WV 25311RIA
CRD#: 164081
Charleston, WV
Past
June 13, 2022 - January 30, 2025
FORVIS MAZARS WEALTH ADVISORS, LLC
RIA
CRD#: 110905
Charleston, WV
Past
January 5, 2017 - August 24, 2022
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
RIA
CRD#: 109279
Charleston, WV
Past
March 10, 2010 - December 31, 2016
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
RIA
CRD#: 109279
CHARLESTON, WV
Past
March 13, 2009 - March 4, 2010
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
CHARLESTON, WV
Past
March 13, 2009 - March 4, 2010
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
CHARLESTON, WV
Past
April 2, 2008 - March 13, 2009
FERRIS, BAKER WATTS, LLC
RIA
CRD#: 285
CHARLESTON, WV
Past
April 1, 2008 - March 13, 2009
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
CHARLESTON, WV
Past
August 8, 2007 - February 11, 2008
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC
RIA
CRD#: 119092
CHARLESTON, WV
Past
May 10, 2005 - July 25, 2007
FERRIS, BAKER WATTS, LLC
RIA
CRD#: 285
CHARLESTON, WV
Past
April 6, 2005 - July 25, 2007
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
CHARLESTON, WV
Past
August 13, 2002 - March 2, 2005
BB&T ASSET MANAGEMENT, INC.
RIA
CRD#: 108443
RALIGH, NC
Past
March 4, 2002 - January 23, 2004
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CHARLOTTE, NC
Past
October 9, 2000 - December 17, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
Registered Investment Advisory firm - (6/6/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
West Virginia(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AW
AXXCESS WEALTH MANAGEMENT, LLC
ALTA PRIVATE WEALTH | WILLIAMSON LEGACY GROUP | VANDALIA WEALTH MANAGEMENT | THE ZANDBERGEN GROUP | SILVERSTONE PRIVATE WEALTH | SEWALSON MILAZZO FINANCIAL CONSULTING GROUP | SENTRY PACIFIC FINANCIAL GROUP | ROUTE 20 PRIVATE WEALTH | PROVIDENCE WEALTH MANAGEMENT | PATHFINDER WEALTH ADVISORS | PATHFINDER | OUTWING PRIVATE WEALTH MANAGEMENT | OSPREY CAPITAL PARTNERS LLC | OPTIMIZED WEALTH STRATEGIES | MK CAPITAL ADVISORS, LLC | MAGNOLIA CAPITAL MANAGEMENT | MADDIX WEALTH MANAGEMENT | LIFETIME WEALTH SOLUTIONS | LA WEALTH ADVISORS | JENNIFER P. EASLEY, CFP | INVESTATE WEALTH MANAGEMENT | E AND E FINANCIAL | DONAHUGH WEALTH | COLLIER SUSTAINABLE WEALTH MANAGEMENT | AXXCESS WEALTH MANAGEMENT, LLC | ASSET PRESERVATION STRATEGIES | ASCENDANT CAPITAL MANAGEMENT, LLC | AMBROSINI WEALTH
CRD#: 164081 / SEC#: 801-76763
RIA
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Contact information
Main Address
6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011
Mailing Address
Phone number
(858) 217-5347
Established
Firm type
Fiscal year end
# of Employees
86
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 22,242 |
| AUM (Assets Under Management) | $ 6,329,396,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AXXCESS WEALTH MANAGEMENT, LLC
CRD#: 164081Charleston, WV 25311TRUST BUT VERIFY
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