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RM

Ralph J. Maxwell

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CRD#: 3013216
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ralph Jackson Maxwell, who also goes by Jay Maxwell, was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1998. Ralph had worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jay Maxwell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 28, 2009 - May 24, 2012

ASSETWATCH, LLC

RIA
CRD#: 135428
SMYRNA, GA
Past

April 7, 2006 - October 15, 2007

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

April 7, 2004 - February 22, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA
CRD#: 39543
FAIRFIELD, IA
Past

January 24, 2003 - February 22, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
FAIRFIELD, IA
Past

May 13, 2002 - January 27, 2003

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

May 10, 2002 - January 2, 2003

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 11, 1998 - November 3, 2000

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

April 9, 1998 - October 16, 1998

FIRST ATLANTA SECURITIES, LLC

BD
CRD#: 18200
DESTIN, FL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/6/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AL
ASSETWATCH, LLC
ASSETWATCH, LLC

CRD#: 135428 / SEC#:

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Contact information


Main Address
Smyrna, GA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ASSETWATCH, LLC

CRD#: 135428

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