J. OLIVER MAXWELL, LLC

CRD 338783

Visit website

5145 DAVIS DRIVE, LAKEPORT, CA, 95453, United States

Phone

925-876-1377

Fax

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Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-05

Disciplinary history

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsJ. OLIVER MAXWELL, LLC OFFERS NON-INVESTMENT BUSINESS ADVISORY SERVICES TO BUSINESS OWNER CLIENTS ROOTED IN (CEPA) METHODOLOGY.

All web addresses on file

https://www.linkedin.com/in/janattard/

Official SEC filing: View on IAPD