John Faulkner Paxton
Investment adviser representative at Claris Financial, LLC
13 yearsExperience
4 statesRegistered in
$330.2MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Claris Financial, LLCJan 2009 to now
- Triad Advisors, Inc.May 2017 to Sep 2022
- LPL Financial LLCJan 2009 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 4 states (MD, NC, TX, VA).
Claris Financial, LLC
$330.2MAssets managed
599Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844197
- Firm CRD
- 168503