Jeffrey Axt has been an investment adviser representative at Genesis Private Wealth since November 2021, and is not listed among the firm’s executive officers or direct owners.
Genesis Private Wealth, LLC is an Ashburn, VA firm with $482M under management, 308 clients and 3 advisers in one office, as of its July 2026 filing.
Jeffrey Axt’s longest registration was 6 years at Wells Fargo Clearing Services, LLC (2013–2020). Before joining Genesis Private Wealth in 2021, Jeffrey Axt was registered through Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC.
- The Lewis Financial GroupCurrent– present · 4 yearsAshburn, VA · Adviser representative · Firm CRD 315692
- Wells Fargo Advisors Financial Network, LLC– · 1 yearAshburn, VA · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 6 yearsMcLean, VA · Adviser representative · Firm CRD 19616
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearVienna, VA · Adviser representative · Firm CRD 7691
- Wells Fargo Advisors, LLC– · 4 yearsMcLean, VA · Adviser representative · Firm CRD 19616
- Suntrust Investment Services, Inc.– · 5 yearsVienna, VA · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Jeffrey Axt is registered as an investment adviser representative in Virginia, since November 2021.
- VirginiaSince 5 November 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 24 | General Securities Principal Examination | 10 August 2022 |
| Series 4 | Registered Options Principal Examination | 10 August 2022 |
| Series 7TO | General Securities Representative Examination | 10 August 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 15 February 2018 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 1998 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 13 June 1994 |
| Series 7 | General Securities Representative Examination | 20 April 1985 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 October 1984 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 1984 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey Benjamin Axt
- CRD
- 1266964
- Firm
- Genesis Private Wealth · CRD 315692
- Office
- 20755 WILLIAMSPORT PLACE, SUITE 140, Ashburn, VA 20147
- Registration
- Investment adviser registration
- In the industry since
- August 1985
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Axt work?
Jeffrey Axt is an investment adviser representative registered through Genesis Private Wealth, LLC since November 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Axt a financial advisor?
Yes. Jeffrey Axt has a current investment-adviser registration in Virginia, through Genesis Private Wealth since November 2021.
How many years of experience does Jeffrey Axt have?
Jeffrey Axt has 41 years in the financial industry, since August 1985, across 5 adviser firms.
What exams has Jeffrey Axt passed?
Jeffrey Axt has passed 11 licensing exams: the Series 63, Series 6, Series 7, Series 8, Series 65, Series 31, Series 24, Series 4, Series 7TO, Series 10 and Series 9. The earliest, the Series 63, was passed in October 1984. FINRA credited Jeffrey Axt with the SIE, which began in October 2018.
Where did Jeffrey Axt work before Genesis Private Wealth?
Before Genesis Private Wealth, Jeffrey Axt was registered through Wells Fargo Clearing Services, LLC, August 2013 to January 2020; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2012 to August 2013; Wells Fargo Advisors, LLC, November 2007 to May 2012; Suntrust Investment Services, Inc., June 2002 to November 2007.
Where is Jeffrey Axt based?
Jeffrey Axt’s registered office is in Ashburn, VA.
Is Jeffrey Axt registered with FINRA?
No. Jeffrey Axt has no current broker registration.
How can I verify Jeffrey Axt’s record?
Search CRD 1266964 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Axt’s full registration record.
