James Maxon
James D Maxon Financial Advisors · Bedford, Massachusetts
James Maxon is a fee-only financial advisor at James D Maxon Financial Advisors in Bedford, Massachusetts. James focuses on retirement planning. James D Maxon Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | James D Maxon Financial Advisors |
|---|---|
| Based in | Bedford, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $15.1M across 42 accounts |
| SEC registration | Investment adviser representative in MA · CRD 3158896 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jdmfinancialadvisors.com |
How James's firm compares
- James D Maxon Financial Advisors's average account is about $359,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about James
Is James Maxon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and James D Maxon Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, James D Maxon Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is James Maxon based?
James Maxon is based in Bedford, Massachusetts.
What does James specialize in?
James's specialties include retirement planning.
Is James Maxon registered with the SEC?
Yes. James Maxon is registered as an investment adviser representative in MA (CRD 3158896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does James D Maxon Financial Advisors manage?
James D Maxon Financial Advisors reports $15.1M across 42 accounts in assets under management.
How do I contact James Maxon?
Through James's website, www.jdmfinancialadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- James D Maxon Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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