Justin Maxwell (CRD# 7888418) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in West Jordan, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Justin D. Maxwell, LLC | West Jordan, UT | Jun 2021 - Current | 2 |
| Athlos Accademy Of Utah | Herriman, UT | Aug 2016 - Jun 2021 | 4 |
| Ups | West Valley, UT | Dec 2010 - Aug 2016 | 5 |
| University Of Utah | Salt Lake City, UT | Aug 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- UT
-
Total Assets Under Management373MILLIONS
-
Total Number of Accounts3,537ACCOUNTS
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Average Account Value$105,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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