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Jon Brackmann Location
Phoenix, AZ, US
Jon Brackmann Work
2019 -now Managing Director @
2011 -now Chief Operating Officer and Investment Advisor @
2004 -2011 Vice President - Investment Consultant @
1999 -2003 Regional Associate @
Jon Brackmann Education
University of Phoenix
MBA (Master of Business Administration)
2006-2008
Iowa State University - Ivy College of Business
Bachelor of Science (Marketing)
1994-1998
Glenbard West 1991-1994
Jon Brackmann Skills
Licensing
Series 7
Investment Management
Investment Advisory
CIMA
Series 63
Series 65
Financial Services
Series 24
Asset Allocation
Asset Management
Financial Advisory
Securities
Separately Managed Accounts
Retirement
Wealth Management
Management
Insurance
Sales
Due Diligence
Banking
Investments
401k
Retirement Planning
Morningstar
Investment Strategies
Alternative Investments
Uniform Combined State Law
Sales Management
Microsoft Excel
Jon Brackmann Summary
Jon Brackmann, based in Phoenix, AZ, US, is currently a Managing Director at Axxcess Wealth Management. Jon Brackmann brings experience from previous roles at Axxcess Wealth Management and Calamos Investments. Jon Brackmann holds a 2006 - 2008 MBA in Master of Business Administration @ University of Phoenix. With a robust skill set that includes Licensing, Series 7, Investment Management, Investment Advisory, CIMA and more. Jon Brackmann has 5 emails and 3 mobile phone numbers on RocketReach.
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