Jonathan Daniel Brackmann
Financial advisor at Axxcess Wealth Management, LLC · Scottsdale, AZ
Last updated 2026-10-10
Claim your profileJonathan Daniel Brackmann is a financial advisor at Axxcess Wealth Management, LLC in Scottsdale, AZ, CRD 4075152. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2000-10-25.
Registration
- CRD number
- 4075152
- Registration status
- Active
- IAPD registration
- 2000-10-25
- Industry Experience
- 25 years
- Work Experience
- 13 years
- States registered
- AZ
Licenses and exams
- Series 63
- Series 65
Work history
- 2013-10 to 2022-11 · Arete Wealth Management LLC · Scottsdale, AZ
- 2020-04 to 2023-12 · Arete Wealth Advisors LLC · Scottsdale, AZ
- 2015-06 to 2017-08 · Axxcess Wealth Management, LLC · Scottsdale, AZ
- 2017-08 to 2019-06 · Axxcess Wealth Management, LLC · Scottsdale, AZ
- 2019-06 to 2024-01 · Axxcess Wealth Management, LLC · Scottsdale, AZ
- 2024-01 to Present · Axxcess Wealth Management, LLC · Scottsdale, AZ
Current employment
- Axxcess Wealth Management, LLC · Carlsbad, CA
Axxcess Wealth Management, LLC
- Regulatory AUM
- $8,878,796,013
- Registered advisors
- 38
- Offices
- 29
- Clients per advisor
- 272.6 (Very high)
- Average AUM per client
- $857.3K (Low)
- High-net-worth client ratio
- 21.2% (Moderate)
Axxcess Wealth Management, LLC: advisors, services and reported ETF investments
About
Jonathan Daniel Brackmann is a financial advisor at Axxcess Wealth Management, LLC in Scottsdale, AZ. Reported securities licenses include Series 63 and Series 65. The latest record indicates 25 years of industry experience and 13 years of reported work history.
Axxcess Wealth Management, LLC's firm-level Form ADV reports 38 advisors across 29 offices; approximately 272.6 clients per advisor, average assets per client of $857,275, and regulatory AUM of $8.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Other investment advisers; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $4B across 483 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan Daniel Brackmann personally.
Reported ETF positions
Axxcess Wealth Management reports 483 ETF positions worth $4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VV — Vanguard Morningstar Large-Cap ETF | $348.8M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $183.2M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $108.9M |
| JPST — JPMorgan Ultra-Short Income ETF | $97.2M |
| VO — Vanguard Morningstar Mid-Cap ETF | $87.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Axxcess Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $35.5M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $35.5M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $5.1M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $18.9M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Axxcess Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Location
4835 E. Cactus Rd Suite 215, Scottsdale, AZ 85254
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (858) 217-5347
- Website: axxcesswealth.com
Official record
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