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Jonathan Shawn Maxson

Beacon Capital Management, LLC

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About Jonathan Shawn Maxson

Jonathan Maxson is a registered investment advisor representative with Beacon Capital Management, LLC. Jonathan is licensed in Tennessee and Texas. Jonathan has been in the financial services industry since 2001 and joined Beacon Capital Management, LLC in 2013. Prior to joining Beacon Capital Management, LLC, Jonathan was an advisor representative with Kalos Capital, Inc. Jonathan offers financial planning, portfolio management for individuals, and educational seminars. Jonathan also holds a Series 66, Series 7, and SIE license.

Firm Information

Jonathan Maxson is currently registered with Beacon Capital Management, LLC. Beacon Capital Management, LLC is an investment advisor based in FRANKLIN, TN, with 17 licensed agents. The firm manages approximately $859,198,792 in regulatory assets under management. They offer financial planning, educational seminars, and portfolio management for individuals. The firm primarily serves individuals, both high-net-worth and non-high-net-worth, as well as corporations and charitable organizations.
Beacon Capital Management, LLC

751 COOL SPRINGS BLVD

FRANKLIN, TN 37067

$859.20M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Maxson’s Registration & Firm History

TN

09/30/2015 - Present

Beacon Capital Management, LLC (FRANKLIN TN)

TN

09/26/2013 - 11/20/2017

KALOS CAPITAL, INC. (FRANKLIN TN)

TN

07/24/2008 - 09/27/2013

MADISON AVENUE SECURITIES, INC. (FRANKLIN TN)

TN

09/25/2007 - 07/26/2008

WOODSTOCK FINANCIAL GROUP, INC. (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 10/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Jonathan Shawn Maxson. Review regulatory record here.
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