MR
MR

Max Jackson Rhodes

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
31,333 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$60.3B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$800
Loading...

Location

9401 N. Kelley Avenue, Oklahoma City, OK, 73112

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Max is a co-owner of Elm Street Investments, LLC, managing residential real estate investments since 2016. This takes a few hours per week, with minimal time during trading hours.

Employment History
Current Registrations
Mercer Global Advisors INC.
June 2025 - Present · 8 mos
Full Sail Capital, LLC
July 2018 - Present · 7 yrs 7 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.