Maxwell Harris Bastien
Investment adviser representative at Jfg Family Office
12 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Jfg Family OfficeJul 2024 to now
- Johnson Financial Group LLC dba Jfg Family OfficeJun 2024 to now
- Jfg Wealth Management LLCJun 2024 to Dec 2025
- Partners GroupFeb 2022 to Jun 2024
- The Broe GroupMar 2018 to Feb 2022
- State of ColoradoMay 2017 to Mar 2018
- Fidelity Investments Institutional Services Company Inc.Jul 2014 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CO).
Jfg Family Office
Legal name: Johnson Financial Group LLC
$4.5BAssets managed
164Clients
35Advisers
12 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
- 6368909
- Firm CRD
- 125101