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Cima® Jon Brackmann

Managing Director at Axxcess Wealth Management

Jon Brackmann, CIMA®, MBA, is a seasoned financial professional currently serving as the Chief Operating Officer at Axxcess Wealth Management.12 He has been with the company since March 2011, initially joining as Managing Director and Investment Advisor.1 Based in Scottsdale, Arizona, Brackmann oversees the operations and trading departments of the firm and is responsible for the design and execution of the Axxcess Customized Portfolio Platform.23

Prior to his role at Axxcess, Brackmann spent 12 years at Calamos Investments, a $20 billion global money management company.2 His positions there included:

  • Vice President - Investment Consultant (October 1999 to March 2011)
  • Regional Associate (early career)

Brackmann's educational background includes:

  • Bachelor of Science in Marketing from Iowa State University
  • MBA from the University of Phoenix

His professional qualifications include the Certified Investment Management Analyst (CIMA®) designation.1

Throughout his career, Brackmann has gained extensive experience in investment consulting, external wholesaling of various funds and accounts, and providing investment and advisory services to family offices, corporations, and individuals.1

Highlights

Dec 6 · theorg.com
Jon Brackmann - Managing Director at Axxcess Wealth ... - The Org
Jon Brackmann - Managing Director at Axxcess Wealth ... - The Org
Jon Brackmann – AxxcessWealth
Jon Brackmann – AxxcessWealth

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Cima® Jon Brackmann
Cima® Jon Brackmann, photo 1
Cima® Jon Brackmann, photo 2
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Location

Phoenix, Arizona