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Jon Lugo - Email & Phone Number

Wealth Manager at Axxcess Wealth Management

Jon Lugo is based out of Laguna Beach, California, United States and works at Axxcess Wealth Management as Wealth Manager.

Jon Lugo's Contact Information

Jon Lugo's Work email
j*****@axxces***.com
Valid
Latest update
October 29, 2025
Location
Laguna Beach, California, United States

Jon's current employer

Axxcess Wealth Management logo

Axxcess Wealth Management

Description
HQ Location
Carlsbad, CA, United States
Number of employees
11-50
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Jon Lugo

What company is Jon Lugo working for?
Jon Lugo works for Axxcess Wealth Management.
What is Jon Lugo's function at Axxcess Wealth Management?
Jon Lugo is Wealth Manager at Axxcess Wealth Management.
Where is Jon Lugo based?
Jon Lugo is based out of Laguna Beach, California, United States.
What is Jon Lugo's work email address?
Jon Lugo's professional email address is j*****@axxces***.com
Who are Jon Lugo's co-workers?
Jon Lugo's colleagues are Michael Seid, Vanessa Turner, -P CPMA and CPCO, Cory Persson, Everardo Martinez, Adrienne Rivett, Danielle Fasse, Robert Mulreaney, Matt Merrill, Jon Brackmann, Nicole Shelly, Megan Haviland, Lauren VanVeelen, Mariah Wisely, Robert O'Neal, Daniel Woods, Scott Karl, Rocky Binkowski, Timothy Figueroa, Dennis Manzo.
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Jon's co-workers

Michael Seid avatar
Michael Seid
Principal CEO
Vanessa Turner avatar
Vanessa Turner
Director of Platform Marketing
-P CPMA and CPCO avatar
-P CPMA and CPCO
Associate Billing Director
Cory Persson avatar
Cory Persson
Director of Investments
Everardo Martinez avatar
Everardo Martinez
Associate Director of Business Processes
Adrienne Rivett avatar
Adrienne Rivett
Director - Platform Services
Danielle Fasse avatar
Danielle Fasse
Director of Platform Support
Robert Mulreaney avatar
Robert Mulreaney
Director of Investment Operations Intern
Matt Merrill avatar
Matt Merrill
Associate Director - Operations
Jon Brackmann avatar
Jon Brackmann
Managing Director
Nicole Shelly avatar
Nicole Shelly
Platform Services
Megan Haviland avatar
Megan Haviland
Project Manager Assoicate
Lauren VanVeelen avatar
Lauren VanVeelen
Client Advisor and Investment Operations
Mariah Wisely avatar
Mariah Wisely
Client Associate
Robert O'Neal avatar
Robert O'Neal
Operations Assistant
Daniel Woods avatar
Daniel Woods
Strategic Partner
Scott Karl avatar
Scott Karl
Wealth Manager
Rocky Binkowski avatar
Rocky Binkowski
Sr. Wealth Manager
Timothy Figueroa avatar
Timothy Figueroa
Investment Advisor
Dennis Manzo avatar
Dennis Manzo
Financial Advisor, Fiduciary, Wealth Manager
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