# JAMES ERIC MAXWELL

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2025-02-17 | present | Yes |
| [MAXWELL WEALTH](https://search.stillhousedata.com/firm/317081) | 2021-11-05 | 2025-05-06 | — |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2015-05-11 | 2021-12-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2015-05-15 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-06-15 | 2009-06-01 | — |
| [BANC OF AMERICA INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/16361) | 1998-05-12 | 2007-06-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1510156)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1510156.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.