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Cory Persson

Passive Investor at Axxcess Wealth Management in Carlsbad, CA

Investment adviser registrationUpdated

Cory Persson is Passive Investor of Axxcess Wealth Management, LLC, an investment adviser managing $8.88B, and works from its Carlsbad, CA office. Cory Persson has been registered as an investment adviser representative through Axxcess Wealth Management since 4 January 2022, has 12 years in the industry across 2 firms and has passed the Series 65.

12
Years in industry
4
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Cory Persson has been Passive Investor of Axxcess Wealth Management since June 2023, is not listed as a control person, but directly owns under 5% of the firm.

Axxcess Wealth Management, LLC is a Carlsbad, CA firm with $8.88B under management, 10,357 clients and 44 advisers across 27 offices, as of its March 2026 filing.

Cory Persson’s longest registration is the current one, 8 years at Axxcess Wealth Management since 2018. Before joining Axxcess Wealth Management in 2022, Cory Persson was registered through Pacific Capital.

  1. Axxcess Wealth Management, LLCCurrent
    – present · 8 years
    Carlsbad, CA · Adviser representative · Firm CRD 164081
  2. Pacific Capital
    – · 4 years
    Corona, CA · Adviser representative · Firm CRD 159294

Credentials and registrations

Investment adviser representative registrations

Cory Persson is registered as an investment adviser representative in California, since January 2022.

  • CaliforniaSince 5 January 2022

Examinations

Series 657 January 2014
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
6281131
Firm
Axxcess Wealth Management · CRD 164081
Role
Passive Investor
Office
6005 HIDDEN VALLEY ROAD, SUITE 290, Carlsbad, CA 92011
Registration
Investment adviser registration
In the industry since
January 2014
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Cory Persson work?

Cory Persson has been Passive Investor of Axxcess Wealth Management, LLC since June 2023.

Source: Form ADV, Schedule A, filed 31 March 2026

Is Cory Persson a financial advisor?

Yes. Cory Persson has a current investment-adviser registration in California, through Axxcess Wealth Management since January 2022.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Cory Persson have?

Cory Persson has 12 years in the financial industry, since January 2014, across 2 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Cory Persson passed?

Cory Persson passed the Series 65 in January 2014.

Source: IAPD individual record, checked 21 October 2026

Where did Cory Persson work before Axxcess Wealth Management?

Before Axxcess Wealth Management, Cory Persson was registered through Pacific Capital, January 2014 to April 2018.

Source: IAPD individual record, checked 21 October 2026

Where is Cory Persson based?

Cory Persson’s registered office is in Carlsbad, CA.

Source: IAPD individual record, checked 21 October 2026

Is Cory Persson registered with FINRA?

No. Cory Persson has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

How can I verify Cory Persson’s record?

Search CRD 6281131 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory Persson’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Axxcess Wealth Management

Sources

  1. IAPD individual record, CRD 6281131, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Axxcess Wealth Management, LLC, filed 31 March 2026. Title, control and ownership bands.
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