Maxwell Lang, financial advisor Boston MA

Maxwell Lang

CRD Number: 6341956
Current Firm: J.p. Morgan Securities LLC
Compensation Model: Both
Maxwell Lang (CRD# 6341956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boston, MA and has 1 year of experience in the finance industry.
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Company Name Location Dates Years
Jpmorgan Chase Bank Na Boston, MA Sep 2015 - Current 5
Jp Morgan Securities LLC Boston, MA Aug 2015 - Current 5
Unemployed Brookline, MA Jun 2015 - Jul 2015 < 1
Morgan Stanley Wealth Management Boston, MA May 2014 - May 2015 1
Unemployed Brookline, MA Mar 2014 - Apr 2014 < 1
Boston Illiquid Securities Offering Network, Inc. Boston, MA Jul 2013 - Feb 2014 < 1
Vanderbilt University Nashville, TN Aug 2008 - Jun 2013 4
Vanderbilt University Nashville, TN Jan 2013 - Apr 2013 < 1
J.p. Morgan Securities Boston, MA May 2012 - Aug 2012 < 1
Merrill Lynch Wealth Management Boston, MA May 2011 - Aug 2011 < 1
The Home Depot West Roxbury, MA May 2010 - Aug 2010 < 1
The Home Depot West Roxbury, MA May 2009 - Dec 2009 < 1
Unemployed Brookline, MA Jul 2008 - Jul 2008 < 1
Brookline High School Brookline, MA Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for Maxwell E. Lang
Phone Number: 800-999-2000
Firm Website: https://m.facebook/chase
Registered State(s):
  • LA
  • NC
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    163,396
    MILLIONS
  • Total Number of Accounts
    660,063
    ACCOUNTS
  • Average Account Value
    $247,546
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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