James D. Maxon Financial Advisors, LLC

James D. Maxon Financial Advisors, LLC (CRD# 126621) is a financial advisory firm headquartered in Woburn, MA. They manage $31,440,711 in 92 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

8 Cedar Street, Suite 44, Woburn, MA 01801

http://www.jdmfinancialadvisors.com

By the Numbers

Total Assets Under Management

31

MILLION
Total Number of Accounts

92

ACCOUNTS
Average Account Value

$341,747

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at James D. Maxon Financial Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

Michael J. Gouvalaris

CRD#: 6232582

8 Cedar Street, Suite 44, Woburn, MA 01801

Michael Gouvalaris (CRD# 6232582) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 11 years of experience in the finance industry.

James D. Maxon

CRD#: 3158896

8 Cedar Street, Suite 44, Woburn, MA 01801

James Maxon (CRD# 3158896) is an Investment Advisor Representative working at James D. Maxon Financial Advisors, LLC in Woburn, MA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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