Jonathan Brackmann has been Chief Operating Officer of Axxcess Wealth Management since January 2024, is not listed as a control person, but directly owns under 5% of the firm. Jonathan Brackmann holds an MBA from the University of Phoenix and a BS from Iowa State University.
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.
Jon Brackmann is Chief Operating Officer & Managing Director of Axxcess, based in Scottsdale. He has been with Axxcess for more than eleven years and runs the firm day to day, overseeing operations and trading. Before Axxcess, he spent twelve years at Calamos Investments as a Vice President of Investments.
Jonathan Brackmann’s longest registration is the current one, 13 years at Axxcess Wealth Management since 2013. Before joining Axxcess Wealth Management in 2022, Jonathan Brackmann was registered through Arete Wealth Advisors, LLC and Martin Kelly Capital Management, LLC.
- Arete Wealth Advisors, LLC– · 3 yearsScottsdale, AZ · Adviser representative · Firm CRD 145488
- – present · 13 yearsScottsdale, AZ · Adviser representative · Firm CRD 164081
- Martin Kelly Capital Management, LLC– · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 140764
- Calamos Wealth Management LLC– · 1 yearNaperville, IL · Adviser representative · Firm CRD 143490
- Calamos Advisors LLC– · 7 yearsNaperville, IL · Adviser representative · Firm CRD 105758
Professional designations
Listed by Axxcess Wealth Management
- CIMA®
Investment adviser representative registrations
Jonathan Brackmann is registered as an investment adviser representative in Arizona, since January 2022.
- ArizonaSince 24 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 May 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2011 |
| Series 7 | General Securities Representative Examination | 23 January 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 January 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan Daniel Brackmann
- CRD
- 4075152
- Firm
- Axxcess Wealth Management · CRD 164081
- Role
- Chief Operating Officer
- Office
- 4835 E. Cactus Rd Suite 215, Scottsdale, AZ 85254
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- axxcessplatform.com
Where does Jonathan Brackmann work?
Jonathan Brackmann has been Chief Operating Officer of Axxcess Wealth Management, LLC since January 2024.
Is Jonathan Brackmann a financial advisor?
Yes. Jonathan Brackmann has a current investment-adviser registration in Arizona, through Axxcess Wealth Management since January 2022.
How many years of experience does Jonathan Brackmann have?
Jonathan Brackmann has 26 years in the financial industry, since July 2000, across 5 adviser firms.
What exams has Jonathan Brackmann passed?
Jonathan Brackmann has passed 5 licensing exams: the Series 6, Series 65, Series 7, Series 63 and Series 24. The earliest, the Series 6, was passed in January 2000. FINRA credited Jonathan Brackmann with the SIE, which began in October 2018.
Where did Jonathan Brackmann work before Axxcess Wealth Management?
Before Axxcess Wealth Management, Jonathan Brackmann was registered through Martin Kelly Capital Management, LLC, August 2011 to December 2012; Calamos Wealth Management LLC, April 2009 to March 2011; Calamos Advisors LLC, October 2000 to November 2007.
Where is Jonathan Brackmann based?
Jonathan Brackmann’s registered office is in Scottsdale, AZ.
Is Jonathan Brackmann registered with FINRA?
No. Jonathan Brackmann has no current broker registration.
How can I verify Jonathan Brackmann’s record?
Search CRD 4075152 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Brackmann’s full registration record.
