JL

Jason Andrew Lunsford

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$100 - $500/hr

Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

500 Corporate Landing, Suite 201, Charleston, WV, 25311

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jason is an insurance agent selling fixed insurance products since 2007. This takes a few hours per week, including during securities trading hours.

Employment History
Current Registrations
Axxcess Wealth Management, LLC
February 2025 - Present · 11 mos
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
June 2022 - January 2025 · 2 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
January 2017 - August 2022 · 5 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
March 2010 - December 2016 · 6 yrs 9 mos
RBC Capital Markets Corporation
March 2009 - March 2010 · 1 yr
Ferris, Baker Watts, LLC
April 2008 - March 2009 · 11 mos
A&f Financial Advisors LLC
August 2007 - February 2008 · 6 mos
Ferris, Baker Watts Incorporated
May 2005 - July 2007 · 2 yrs 2 mos
Bb&t Asset Management, INC.
August 2002 - March 2005 · 2 yrs 7 mos
State Registrations1 state
WV
Advisor
Exams
No exam information available for this advisor.