JAMES D. MAXON FINANCIAL ADVISORS, LLC

JAMES D. MAXON FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 126621). Regulatory assets under management: $15.1M.

Registration

• CRD: 126621
• Type: Registered investment adviser
• Phone: 781-932-1122
• Latest filing: 2026-04-17
• Regulatory AUM: $15.1M
• Discretionary AUM: $15.1M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126621 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search