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RIA / WealthAdvisor26 years in industry

JONATHAN DANIEL BRACKMANN

Advisor at AXXCESS WEALTH MANAGEMENT, LLC

CARLSBAD, CA | Scottsdale, AZ

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Search this name across graphsid dfx:ria:7e2e20b6-14d4-0ee4-d7f9-e703d45b47a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2000 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: May 19, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 19, 2000
First registration: Oct 25, 2000
Dual registered: no
IAPD individual key: 4075152

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Jan 24, 2022	n/a	yes	CARLSBAD, CA\|Scottsdale, AZ	Current employment
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Jun 10, 2020	Dec 8, 2023	no	CHICAGO, IL\|Scottsdale, AZ	Previous registration
AXXCESS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 11, 2013	Dec 31, 2021	no	CARLSBAD, CA\|SCOTTSDALE, AZ	Previous registration
MARTIN KELLY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Aug 17, 2011	Dec 19, 2012	no	PHOENIX, AZ	Previous registration
CALAMOS WEALTH MANAGEMENT LLC	Independent wealth	Apr 20, 2009	Mar 2, 2011	no	NAPERVILLE, IL	Previous registration
CALAMOS ADVISORS LLC	Asset manager	Oct 25, 2000	Nov 20, 2007	no	NAPERVILLE, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARETE WEALTH ADVISORS, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Dec 8, 2023	Jan 24, 2022	-683	Firm change after gap	Ibd to RIA
AXXCESS WEALTH MANAGEMENT, LLC	ARETE WEALTH ADVISORS, LLC	Dec 31, 2021	Jun 10, 2020	-569	Firm change after gap	RIA to ibd
MARTIN KELLY CAPITAL MANAGEMENT, LLC	AXXCESS WEALTH MANAGEMENT, LLC	Dec 19, 2012	Mar 11, 2013	82	Firm change	Other
CALAMOS WEALTH MANAGEMENT LLC	MARTIN KELLY CAPITAL MANAGEMENT, LLC	Mar 2, 2011	Aug 17, 2011	168	Firm change	Other
CALAMOS ADVISORS LLC	CALAMOS WEALTH MANAGEMENT LLC	Nov 20, 2007	Apr 20, 2009	517	Firm change after gap	Other

Relationships

Registered with (5)

→ AXXCESS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 11, 2013 to Dec 31, 2021factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 10, 2020 to Dec 8, 2023factForm ADV
→ MARTIN KELLY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 17, 2011 to Dec 19, 2012factForm ADV
→ CALAMOS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 20, 2009 to Mar 2, 2011factForm ADV
→ CALAMOS ADVISORS LLCRegistered adviserregistration: previous registration
Oct 25, 2000 to Nov 20, 2007factForm ADV

Dated events

Occurred
Dec 8, 2023
Advisor changed firm
Jonathan Daniel Brackmann left Arete Wealth Advisors, Llc for Axxcess Wealth Management, Llc (registered 2022-01-24)
Form ADVobserved 4 days ago