Claim Profile
Unclaimed Profile
JM

John C Maxwell

JCM3 ASSET MANAGEMENT, LLC·EDWARDS, Colorado
Clean record3 years registeredJCM3 ASSET MANAGEMENT, LLC
100 LEGACY TRAIL, EDWARDS, CO 81632CRD# 3130774Firm CRD# 327263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John C Maxwell · EDWARDS, CO
Registration
CRD #3130774 · JCM3 ASSET MANAGEMENT, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

Dec 2023present
Jul 2023Nov 2023
EDWARDS, CO
02

Registrations & Exams

Registration record
First registered · July 20, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JCM3 ASSET MANAGEMENT, LLC
CRD 327263 · SEC 801-128368
Employees
1
Total firm employees
Services offered by JCM3 ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EDWARDS?

Browse all registered financial advisors in EDWARDS, Colorado or claim this profile if it's yours.

05

Frequently Asked Questions

What services does John C Maxwell offer?
John C Maxwell specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDWARDS, Colorado for a consultation.
What are John C Maxwell's credentials?
John C Maxwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John C Maxwell located?
John C Maxwell is based in EDWARDS, Colorado, working with JCM3 ASSET MANAGEMENT, LLC. Their office serves clients in the EDWARDS metropolitan area and surrounding communities.
How does John C Maxwell charge for services?
John C Maxwell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JCM3 ASSET MANAGEMENT, LLC?
JCM3 ASSET MANAGEMENT, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →