Jon Lugo Email & Phone Number
Wealth Manager @ Axxcess Wealth Management
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Jon Lugo Location
- Laguna Beach, CA, US
Jon Lugo Work
- 2023 -now Wealth Manager @
- 2018 -2023 Financial Advisor @
- 2013 -2023 Financial Advisor @
- 2013 -2018 Financial Advisor | Growth and Development Director @
Jon Lugo Education
- San José State University
BA (Communication Studies)
2005-2008 - California State University, Fullerton
(Business Administration)
2002-2005
Jon Lugo Skills
- Team Leadership
- Client Services
- Speech Writing
- Leadership
- Recruiting
- Training
- Marketing
- Customer Service
- Sales
- Public Speaking
- Business Development
- Management
- New Business Development
- Project Management
- Technical Writing
- Estate Planning
- Fixed Income
- Financial Planning
- Investments
- Life Insurance
- Business Planning
- High Net Worth Individuals
- Investment Strategies
- Disability Insurance
- Long Term Care Insurance
- Tax Advantaged Investment Strategies
Jon Lugo Summary
- Jon Lugo, based in Laguna Beach, CA, US, is currently a Wealth Manager at Axxcess Wealth Management. Jon Lugo brings experience from previous roles at Luminate Wealth Management & Insurance Services | Private Client Group | Northwe and Northwestern Mutual Wealth Management Company. Jon Lugo holds a 2005 - 2008 BA in Communication Studies @ San José State University. With a robust skill set that includes Team Leadership, Client Services, Speech Writing, Leadership, Recruiting and more. Jon Lugo has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Axxcess Wealth Management Employees
Jon Brackmann
Managing Director
Phoenix, AZ, US
Michael Seid
Principal CEO
Carlsbad, CA, US
Bryan Goligoski
Editor at Large
Los Angeles, CA, US
Lauren Vanveelen
Client Advisor and Investment Operations
Santa Barbara, CA, US
Todd Lunsford
Financial Advisor
Irvine, CA, US
Cory Persson
Chief Investment Officer
Newport Beach, CA, US
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Laguna Beach, CA, US
Jeff Anderson
Director of Portfolio Solutions
Carlsbad, CA, US
Rocky Binkowski
Sr. Wealth Manager
Carlsbad, CA, US
Everardo Martinez
Director of Operations
California, United States
Deron McCoy
Chief Wealth Officer (CWO)
Los Angeles, CA, US
Alix Stanley
Director of Trade Operations
Meridian, ID, US
Adrienne Rivett
Director - Platform Services
Scottsdale, AZ, US
Danielle Fasse
Director of Platform Support
Gretna, NE, US
Matt Merrill
Associate Director - Operations
California, United States
Vanessa Turner
Director of Platform Marketing
New York, United States
Robert Mulreaney
Investment Operations Associate
Lutherville-Timonium, MD, US
Mariah Wisely
Client Associate
California, United States
Michael Seid
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