Axos® Clearing, A Subsidiary of Axos Financial

Your securities—and your peace of mind—are safe with Axos Clearing. Our holdings are backed by the strength and stability of Axos Bank so you can focus on what matters most: bringing your business closer to achieving its goals.

Join us at SIFMA ’s Operations Conference & Exhibition! Connect with Ron Pitters and Lance Shafer to see how we empower clients to future-proof operations with innovative technology that helps them grow and stay dynamic in a competitive financial landscape.

Axos Clearing is excited to be at Future Proof 2024! Discover how our innovative solutions and personalized service can transform your business and keep you ahead in this rapidly evolving landscape. Gain insights from our experts—David Crow, Michael P. Scaplen, Gilbert Addeo, Summer Fischer-Tom, and Tina Hollinger — and enjoy a unique whiskey tasting experience at our booth. Stay tuned for more details!

Today, we honor our workforce and its contributions to America’s prosperity. Hard workers like you are the strength of our nation. Happy Labor Day!

David Crow, EVP of Axos Clearing, shares his vision for this exciting fiscal year ahead at Axos. We’re building and enhancing our technology to amplify your business growth with a focus on: - Creating a broader, more cohesive ecosystem that encapsulates our comprehensive suite of products and offerings. - Optimizing our capabilities and solutions to help firms and their advisors better serve investors. - Creating seamless integrations with retail banking and lending capabilities so advisors and investors can see everything in one place. View the video to hear more from David about what’s to come.

Sharing a meal might be your most impactful leadership tool this summer. David Crow, EVP and Head of Axos Clearing, was recently featured in Wealth Management’s 2024 Mid-Year Outlook, where he explores the impact of servant leadership. Drawing on his passion for BBQ, David highlights how bringing people together fosters a culture of inclusivity, trust, and collaboration. Find out how David’s unique approach to leadership can inspire meaningful change in your organization: https://lnkd.in/gmqwfeFt

Meet the man behind your servicing team: James Meyers, SVP, Head of Clearing Services and Operations at Axos Clearing. Jim, and his team, focus on continuous improvements to workflows and cost-efficient transaction process, all to help to boost your profit margins. Jim is passionate about ensuring client feedback is directly incorporated into the evolution of Axos technology and business processes to help streamline your workflows. Connect with James Meyers to discover how his team is elevating the service and operations at Axos Clearing to better support your firm. 

We are thrilled to welcome Mike Manning as our new Vice President of Sales! With an impressive track record in sales leadership and a passion for driving growth, Mike brings a wealth of expertise to Axos and our clients. His vast experience encompasses enterprise sales, fintech, market risk, asset management, securities, SaaS, and retirement planning. Passionate about developing innovative sales strategies and building strong client relationships, Mike will play a crucial role in delivering exceptional service and support to our clients. Welcome to the team, Mike Manning!

Axos Clearing is proud to partner with Financial Services Institute (FSI) on hosting their upcoming regional roundtable. FSI is an organization that shares our commitment to delivering exceptional financial advice, products, and services to wealth management professionals. Together, we aim to build an environment that supports independent firms and advisors.

Change is the catalyst for growth. Learn how partnering with Axos Clearing can empower you to navigate the ever-changing landscape successfully. - Personalized Service: Direct access to a client-obsessed partner dedicated to crafting tailored solutions for your unique needs. - Enhanced Efficiencies: Empower your operations through cutting-edge technology and tools for streamlined processing and exception handling. - Enhanced Visibility: Get actionable market insights and a clear perspective of your book of business to better serve your clients. - Configurable Experience: Create a transparent and flexible interface for a more tailored experience that meets your needs. Axos Clearing is committed to taking your business to the next level. We aren’t just a partner — we’re an advantage. Ready to find out more? Schedule a discussion with our team to discover how we can transform the way you trade.