Unclaimed Profile

Jonathan Shawn Maxson

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

Clean recordBEACON CAPITAL MANAGEMENT, LLC

751 COOL SPRINGS BLVD, FRANKLIN, TN 37067CRD# 5403589Firm CRD# 156228

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Shawn Maxson · FRANKLIN, TN

Registration

CRD #5403589 · BEACON CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Shawn Maxson is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with BEACON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

AUM

$859M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5403589

Firm CRD# 156228

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Shawn Maxson offer?

Jonathan Shawn Maxson specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.

What are Jonathan Shawn Maxson's credentials?

Jonathan Shawn Maxson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Shawn Maxson located?

Jonathan Shawn Maxson is based in FRANKLIN, Tennessee, working with BEACON CAPITAL MANAGEMENT, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.

How does Jonathan Shawn Maxson charge for services?

Jonathan Shawn Maxson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEACON CAPITAL MANAGEMENT, LLC?

BEACON CAPITAL MANAGEMENT, LLC has approximately 31 employees and manages $859M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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