Jonathan Shawn Maxson
Investment adviser representative at Beacon Capital Management, LLC
16 yearsExperience
2 statesRegistered in
$1.3BFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Beacon Capital Management, LLCSep 2015 to now
- Beacon Capital Management, LLC (formerly Beacon Financial Group)Nov 2001 to now
- Kalos Capital Inc.Sep 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Beacon Capital Management, LLC
$1.3BAssets managed
2,098Clients
18Advisers
11 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
- 5403589
- Firm CRD
- 156228