Jacquelynn Maxon, financial advisor Palo Alto CA
93 score

Jacquelynn Maxon

CRD Number: 5535927
Current Firm: Unionbanc Investment Services, LLC

Jacquelynn Maxon (CRD# 5535927) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Unionbanc Investment Services Palo Alto, CA May 2008 - Current 10
Union Bank Of California, N.a. Palo Alto, CA Nov 1980 - Current 37
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jacquelynn Maxon
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,188
    MILLIONS
  • Total Number of Accounts
    3,842
    ACCOUNTS
  • Average Account Value
    $309,327
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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