JAMES ERIC MAXWELL is an investment adviser representative (IAR) with state registration records since 1998, appearing at 6 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2025-02-17 | present | Yes |
| MAXWELL WEALTH | 2021-11-05 | 2025-05-06 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2015-05-11 | 2021-12-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2015-05-15 | — |
| MORGAN STANLEY & CO. LLC | 2007-06-15 | 2009-06-01 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 1998-05-12 | 2007-06-19 | — |