Axos Invest, Inc

Emily Yu is a financial advisor with Axos Invest, Inc, holding a Series 66 designation and two years of industry experience. She has worked within the Axos Financial group since 2020, including roles at Axos Bank and Axos Invest LLC prior to her current position. Before joining the financial sector, she was employed at Sofun Media Corp for five years. Axos Invest provides automated investment advisory services to individual investors through a digital platform that offers model-based portfolio management using mutual funds, ETFs, and third-party model managers. The firm’s approach is questionnaire-driven, focusing on asset allocation, diversification, and options such as thematic exposures and tax-loss harvesting, serving a large retail client base with a vertically integrated operational model.

Kian Fadaee is a financial advisor with Axos Invest, Inc in Las Vegas, NV, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Axos Bank and Wells Fargo. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with thematic options and integrates portfolio management with affiliated banking and brokerage entities.

Brandy Dyer Morris is a financial advisor at Axos Invest, Inc with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones, Cetera Advisor Networks, Carson Group, Securities America, and TD Ameritrade. Axos Invest provides automated investment advisory services through a website and mobile app, offering model-based portfolio management primarily using mutual funds and ETFs. The firm’s approach is questionnaire-driven, emphasizing asset allocation and diversification, with options for thematic exposures and elective tax-loss harvesting.

Jason Schroeder is a financial advisor at Axos Invest, Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Axos Invest and related entities since 2021, following six years at Securities America Inc. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party model managers and portfolio customization.

Jacob Bentley is a financial advisor at Axos Invest, Inc with Series 63 and Series 65 licenses. He has been with Axos Invest since 2024 and has prior experience in organizations including Hillel International and the South American Jewish American Community. Outside of his advisory role, he has been involved with community-focused groups and entrepreneurial ventures. Axos Invest offers automated investment advisory services to individual investors through a digital platform, providing model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes diversified asset allocation and offers thematic investment options, with ongoing portfolio implementation and monitoring handled by an internal Portfolio Management Group.

James Thomas is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Axos Invest, Inc. Based in Las Vegas, NV, he has been with Axos Invest and its affiliated entities since 2017, including a decade-long tenure at Axos Bank. Axos Invest provides automated investment advisory services to individual investors through a digital platform that offers model-based portfolio management using mutual funds, ETFs, and third-party models. The firm emphasizes a questionnaire-driven process focused on asset allocation, diversification, and thematic exposures, supported by an internal portfolio management group coordinating model implementation and trade execution.

Derek Tschudin is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Axos Invest since 2021 and previously at COR Clearing LLC from 2015 to 2021. Axos Invest provides automated investment advisory services to individual investors through a digital platform offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and offers thematic investment options, including digital-asset exposures, while coordinating portfolio management through an internal team and third-party managers.

Michael Richards is a CFP® with 12 years of industry experience. He currently serves at Axos Invest, Inc and previously worked for City National Bank for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management with mutual funds, ETFs, and third-party model managers. The firm’s process emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group and integrated within the broader Axos Financial group.

Morry Morales is a financial advisor with Axos Invest, Inc, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., Wells Fargo Clearing Services LLC, and Wells Fargo Bank NA. Morales also worked for Banana Republic for ten years. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, with ongoing implementation and monitoring managed by an internal Portfolio Management Group.

Diane Klitz is a financial advisor with Axos Invest, Inc, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Axos Clearing, LLC, Morgan Stanley, and Cor Clearing LLC. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, supported by an internal Portfolio Management Group that coordinates third-party models and portfolio customization.

James Goldstein is a financial advisor at Axos Invest, Inc with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes a 20-year tenure at Oppenheimerfunds Distributor, Inc. and roles at E*TRADE Securities LLC before joining Axos Invest. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposure options, with an internal Portfolio Management Group coordinating model implementation and trade execution.

Tracy Gallman is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Primerica Financial Services and Meeder Investment Management, as well as running Gallman Consulting Group. She also supervises Premier Banking and Lending at Axos Bank. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification, including thematic exposures and tax-loss harvesting, and operates within the Axos Financial group with integrated banking and brokerage services.

Paul Yeh is a financial advisor with Axos Invest, Inc, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisors Networks LLC, and Advyzon. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily composed of mutual funds and ETFs. The firm emphasizes asset allocation and diversification, with options for thematic exposures and tax-loss harvesting, and operates within the Axos Financial group alongside affiliated brokerage and custody services.

Hunter Bremer is a financial advisor at Axos Invest, Inc with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TD Ameritrade and other financial and non-financial firms. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and thematic exposures, with portfolio management supported by an internal team coordinating third-party models.

Chad Heidzig is a financial advisor with Axos Invest, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Axos Clearing since 2019 and was previously with Mutual Of Omaha Investor Services, Inc. from 2011 to 2019. Axos Invest provides automated investment advisory services to individual investors through a digital platform, offering model-based portfolio management primarily using mutual funds and ETFs. The firm emphasizes asset allocation and diversification with options for thematic exposures and tax-loss harvesting, serving a large retail client base through its integrated approach within the Axos Financial group.