Wealth Manager
Current
Feb 2023 - Present
AeroLeads people directory · profile
Jon Lugo Email & Phone Number
Wealth Advisor
at
Axxcess Wealth Management
1 work email found
@nm.com
2 phones found area 949 and 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor
Location
Laguna Beach, California, United States
Company size
Who is Jon Lugo? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jon Lugo is listed as Wealth Advisor at Axxcess Wealth Management, a company with 21 employees, based in Laguna Beach, California, United States. AeroLeads shows a work email signal at nm.com, phone signal with area code 949, 866, and a matched LinkedIn profile for Jon Lugo.
Jon Lugo previously worked as Wealth Manager at Axxcess Wealth Management and Financial Advisor at Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual. Jon Lugo holds Ba, Communication Studies from San Jose State University.
Company email context
Email format at Axxcess Wealth Management
This section adds company-level context without repeating Jon Lugo's masked contact details.
{first}.{last}@nm.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jon Lugo. Compare company email patterns before reaching out.
Profile bio
About Jon Lugo
I am privileged to serve my clients by building trusting relationships to help them prepare for, and walk with them through, the most exciting and challenging times in their lives. I am a connector of people, and I work hard to leverage my wonderful firm and professional network for the benefit of my clients. I work with people from all walks of life and from different parts of the country. I specialize in equity compensation while providing comprehensive financial planning, investment, tax, insurance, and estate planning solutions for any situation. I believe that trust is the foundation of a successful financial planning experience. Please let me know how i can help you or who I can introduce you to. I look forward to connecting with you.-JL
Listed skills include Team Leadership, Client Services, Speech Writing, Leadership, and 22 others.
Current workplace
Jon Lugo's current company
Company context helps verify the profile and gives searchers a useful next step.
Axxcess Wealth Management
4 roles
Jon Lugo work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jan 2018 - Feb 2023
Financial Advisor
Jan 2013 - Feb 2023
Financial Advisor | Growth & Development Director
Jan 2013 - Jan 2018
Team & coworkers
Colleagues at Axxcess Wealth Management
Other employees you can reach at axxcesswealth.com. View company contacts for 21 employees →
AP
Ana Procel Mba Cpc - Cpc-P Cpma And Cpco
Colleague at Axxcess Wealth ManagementScottsdale, Arizona, United States, United States
View →
MS
Michael Seid
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
MH
Megan Haviland
Colleague at Axxcess Wealth ManagementCockeysville, Maryland, United States, United States
View →
AR
Adrienne Rivett, Aif®
Colleague at Axxcess Wealth ManagementScottsdale, Arizona, United States, United States
View →
RM
Robert Mulreaney
Colleague at Axxcess Wealth ManagementMays Chapel, Maryland, United States, United States
View →
LV
Lauren Vanveelen
Colleague at Axxcess Wealth ManagementSanta Barbara, California, United States, United States
View →
VT
Vanessa Turner
Colleague at Axxcess Wealth ManagementBrooklyn, New York, United States, United States
View →
MS
Michael Seid
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
DF
Danielle Fasse
Colleague at Axxcess Wealth ManagementGretna, Nebraska, United States, United States
View →
RB
Rocky Binkowski
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
Ana Procel Mba Cpc - Cpc-P Cpma And Cpco
Colleague at Axxcess Wealth ManagementScottsdale, Arizona, United States, United States
View →
MS
Michael Seid
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
MH
Megan Haviland
Colleague at Axxcess Wealth ManagementCockeysville, Maryland, United States, United States
View →
AR
Adrienne Rivett, Aif®
Colleague at Axxcess Wealth ManagementScottsdale, Arizona, United States, United States
View →
RM
Robert Mulreaney
Colleague at Axxcess Wealth ManagementMays Chapel, Maryland, United States, United States
View →
LV
Lauren Vanveelen
Colleague at Axxcess Wealth ManagementSanta Barbara, California, United States, United States
View →
VT
Vanessa Turner
Colleague at Axxcess Wealth ManagementBrooklyn, New York, United States, United States
View →
MS
Michael Seid
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
DF
Danielle Fasse
Colleague at Axxcess Wealth ManagementGretna, Nebraska, United States, United States
View →
RB
Rocky Binkowski
Colleague at Axxcess Wealth ManagementCarlsbad, California, United States, United States
View →
2 education records
Jon Lugo education
Ba, Communication Studies
Business Administration
FAQ
Frequently asked questions about Jon Lugo
Quick answers generated from the profile data available on this page.
What company does Jon Lugo work for?
Jon Lugo works for Axxcess Wealth Management.
What is Jon Lugo's role at Axxcess Wealth Management?
Jon Lugo is listed as Wealth Advisor at Axxcess Wealth Management.
What is Jon Lugo's email address?
AeroLeads has found 1 work email signal at @nm.com for Jon Lugo at Axxcess Wealth Management.
What is Jon Lugo's phone number?
AeroLeads has found 2 phone signal(s) with area code 949, 866 for Jon Lugo at Axxcess Wealth Management.
Where is Jon Lugo based?
Jon Lugo is based in Laguna Beach, California, United States while working with Axxcess Wealth Management.
What companies has Jon Lugo worked for?
Jon Lugo has worked for Axxcess Wealth Management, Luminate Wealth Management & Insurance Services | Private Client Group | Northwestern Mutual, and Northwestern Mutual Wealth Management Company.
Who are Jon Lugo's colleagues at Axxcess Wealth Management?
Jon Lugo's colleagues at Axxcess Wealth Management include Ana Procel Mba Cpc - Cpc-P Cpma And Cpco, Michael Seid, Megan Haviland, Adrienne Rivett, Aif®, and Robert Mulreaney.
How can I contact Jon Lugo?
You can use AeroLeads to view verified contact signals for Jon Lugo at Axxcess Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jon Lugo attend?
Jon Lugo holds Ba, Communication Studies from San Jose State University.
What skills is Jon Lugo known for?
Jon Lugo is listed with skills including Team Leadership, Client Services, Speech Writing, Leadership, Recruiting, Training, Marketing, and Customer Service.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jon Lugo you were looking for.
View similar profiles
