This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

AXXCESS WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 29, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Jun 29, 1999

First registration

Sep 13, 2021

Dual registered

no

Other names

JEFFREY ANDERSON|JEFFREY DOUGLAS ANDERSON|JEFFREY ANDERSON

IAPD individual key

3193243

• Occurred

  Feb 21, 2023
  Advisor changed firm

  Jeffrey Douglas Anderson left Presidio Capital Management, Llc for Axxcess Wealth Management, Llc (registered 2024-02-29)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5bc4f40b-1feb-144e-6a06-78c4e5546c63

First observed

Sep 13, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.