Jonathan Maxson
Jonathan Maxson is a registered investment advisor at Beacon Capital Management, LLC, based in Franklin, TN, with 18 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 3,040 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Capital Management charges a fee based on a percentage of the assets they manage for you, up to 2.0% annually. This fee is calculated monthly based on the average daily value of your account and is taken out of your account. The fee will be adjusted if you add or remove money during the billing cycle. Fees are negotiable. Beacon may allocate a portion of your portfolio to a third-party manager, but you will not be charged any additional fee for this.
Location
751 Cool Springs Blvd, Suite 106, Franklin, TN, 37067
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2017Customer Dispute
March 2014Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Jonathan is an insurance sales agent selling life insurance, long-term care insurance, disability insurance, and annuities, dedicating about 10-20% of his time to this. He also co-owns and manages a rental property, spending minimal time on it.
Employment History
Current Registrations
Beacon Capital Management, LLC
Previous Registrations
Kalos Capital, INC.Broker
Madison Avenue Securities, INC.
Madison Avenue Securities, INC.Broker
Madison Avenue Advisors, INC.
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.