Jonathan McSurdy
Axiom Investment Solutions · Doylestown, Pennsylvania
Jonathan McSurdy is a fee-only financial advisor at Axiom Investment Solutions in Doylestown, Pennsylvania, who holds the CFP and ChFC credentials. Axiom Investment Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Axiom Investment Solutions |
|---|---|
| Based in | Doylestown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $51.4M across 165 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 3236154 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.axiomisllc.com |
| Profile |
How Jonathan's firm compares
- Axiom Investment Solutions's average account is about $312,000, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Jonathan
Is Jonathan McSurdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Axiom Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Axiom Investment Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan McSurdy based?
Jonathan McSurdy is based in Doylestown, Pennsylvania.
What credentials does Jonathan McSurdy hold?
Jonathan McSurdy holds the CFP and ChFC credentials.
Is Jonathan McSurdy registered with the SEC?
Yes. Jonathan McSurdy is registered as an investment adviser representative in PA (CRD 3236154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Axiom Investment Solutions manage?
Axiom Investment Solutions reports $51.4M across 165 accounts in assets under management.
How do I contact Jonathan McSurdy?
Through Jonathan's website, www.axiomisllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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