Axion Wealth Advisors

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Client assets under management

$59,340,144

Clients

32% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$682,071

About

Axion Wealth Advisors provides ongoing portfolio management and investment planning to individuals, high‑net‑worth clients, and charitable organizations, delivering written investment policy statements and both discretionary and non‑discretionary account management. The firm generally focuses client portfolios on mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including precious‑metal ETFs) and TIPS.

The firm uses a mix of fundamental, technical and cyclical analysis and implements long‑term trading alongside margin and options strategies (including covered and uncovered option positions). Axion documents client risk profiles in an Investment Policy Statement, seeks discretionary trading authority where appropriate, and requires custody of client assets at Schwab Institutional.

Several supervised persons maintain roles with other investment advisory firms and act as licensed insurance agents, which the brochure identifies as potential conflicts of interest that the firm discloses and monitors. The brochure also notes that the firm may receive soft‑dollar research benefits, does not aggregate trades across client accounts, and that a management person previously settled an arbitration claim arising from client allegations, all of which are distinguishing operational or regulatory features relative to many peers.

Client services

Portfolio management

Expertise

Options & derivatives strategies Real estate investing Wealth management

Fee options

Percentage

1.25% annually

Commissions

Advisory fees are primary; insurance commissions may be received by representatives but are not primary compensation.

Main office location

Axion Wealth Advisors

6265 Greenwich Drive, Ste. 150

San Diego CA 92122, United States

Number of offices

Most active in

California · Louisiana

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

760-473-9109

Advisors at this firm

Gregory J

Series 63, Series 65

San Diego, CA

Axion Wealth Advisors

Gregory Jackey is a financial advisor with Axion Wealth Advisors in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Laurel Wealth Advisors, Inc. for nine years and is also affiliated with Integrated Wealth Concepts, LLC. Jackey is a licensed insurance agent in addition to his advisory roles. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a combination of cyclical, fundamental, and technical analysis in their investment approach.

Options & derivatives strategies Real estate investing Wealth management

Beverly R

Series 63, Series 65

Baton Rouge, LA

Axion Wealth Advisors

Beverly Robinson is a financial advisor with Axion Wealth Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Laurel Wealth Advisors for nine years and is also associated with Integrated Wealth Concepts, LLC. In addition to her advisory roles, she is a licensed insurance agent. Axion Wealth Advisors provides portfolio management and advisory services to individuals, high-net-worth clients, and charitable organizations, employing a range of investment strategies including mutual funds, equities, ETFs, fixed income, and options. The firm uses cyclical, fundamental, and technical analysis and maintains ongoing client account reviews and reporting.

Options & derivatives strategies Real estate investing Wealth management

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