Unclaimed Profile

Jonathan Shawn Maxson

BEACON CAPITAL MANAGEMENT, LLC·FRANKLIN, Tennessee

SIE, Series 7, Series 6618 years registeredBEACON 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 · 18 years registered

Brand Profile

Not yet started

Career History

BEACON CAPITAL MANAGEMENT, LLC

Apr 2011 – present

MADISON AVENUE SECURITIES, INC.

Mar 2009 – Sep 2013

FRANKLIN, TN

MADISON AVENUE ADVISORS, INC.

Jul 2008 – Mar 2009

FRANKLIN, TN

WOODSTOCK FINANCIAL GROUP, INC.

Oct 2007 – Jul 2008

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 25, 2007

Years registered · 18

Disclosure History

2017Customer Dispute·Settled

2014Customer Dispute·Denied

2012Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BEACON CAPITAL MANAGEMENT, LLC

CRD 156228 · SEC 801-106678

AUM

$859M

Regulatory assets under management

Employees

5,216 client accounts

Services offered by BEACON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEACON CAPITAL MANAGEMENT, LLC →

Introduction

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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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