Janet G. Attard

J. OLIVER MAXWELL

LAKEPORT, CA

Some features on this profile are disabled

CRD#: 3128541

Professional summary

Janet Grace Attard, who also goes by Janet Beers, is a registered financial advisor currently at J. OLIVER MAXWELL, LLC located in Lakeport, California.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Janet has worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Janet Beers

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) - RIA

Click below to view Janet Grace Attard's CRS (Customer Relationship Summary).

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

Current

December 3, 2025 - Present

J. OLIVER MAXWELL, LLC

RIA

CRD#: 338783

LAKEPORT, CA

Past

February 18, 2025 - July 17, 2025

J. OLIVER MAXWELL, LLC

RIA

CRD#: 155656

DANVILLE, CA

Past

January 20, 2016 - December 31, 2024

J. OLIVER MAXWELL, LLC

RIA

CRD#: 155656

DANVILLE, CA

Past

March 24, 2014 - December 31, 2015

J. OLIVER MAXWELL, LLC

RIA

CRD#: 155656

LAKEPORT, CA

Past

February 23, 2011 - December 31, 2013

J. OLIVER MAXWELL, LLC

RIA

CRD#: 155656

LAKEPORT, CA

Past

February 4, 2009 - February 26, 2010

RIDGEWAY CONGER ADVISORY SERVICES

RIA

CRD#: 139372

LAKEPORT, CA

Past

January 6, 2009 - February 26, 2010

RIDGEWAY & CONGER, INC.

CRD#: 113055

NEW WOODSTOCK, NY

Past

January 11, 2007 - September 24, 2007

EPLANNING ADVISORS INC

RIA

CRD#: 109184

ROSEVILLE, CA

Past

January 8, 2007 - September 24, 2007

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

August 26, 2005 - November 22, 2005

ELECTRONIC TRADING GROUP, LLC

CRD#: 37453

NEW YORK, NY

Past

January 25, 2002 - July 1, 2002

PEYTON, CHANDLER & SULLIVAN, INC.

CRD#: 113517

ROCKLIN, CA

Past

August 4, 2000 - December 31, 2001

STERLING FINANCIAL INVESTMENT GROUP, INC.

CRD#: 41506

BOCA RATON, FL

Past

July 19, 1999 - August 4, 2000

ROUND HILL SECURITIES, INC.

CRD#: 35223

ALAMO, CA

Past

December 14, 1998 - July 8, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/1998

General Securities Representative Examination

Current Firm

J. OLIVER MAXWELL, LLC

ATTARD, JANET GRACE | JANET GRACE ATTARD, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | JANET GRACE ATTARD, CHIEF COMPLIANCE OFFICER | J. OLIVER MAXWELL, LLC | J OLIVER MAXWELL, LLC

CRD#: 338783 / SEC#:

California

Registered Investment Advisory firm - (12/3/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5145 Davis Drive, Lakeport, CA 95453

Mailing Address

Phone number

(925) 876-1377

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Janet G. Attard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Grace Attard's CRS (Customer Relationship Summary).

Certified licenses

Experience

J. OLIVER MAXWELL, LLC

J. OLIVER MAXWELL, LLC

J. OLIVER MAXWELL, LLC

J. OLIVER MAXWELL, LLC

RIDGEWAY CONGER ADVISORY SERVICES

RIDGEWAY & CONGER, INC.

EPLANNING ADVISORS INC

EPLANNING SECURITIES, INC.

ELECTRONIC TRADING GROUP, LLC

PEYTON, CHANDLER & SULLIVAN, INC.

STERLING FINANCIAL INVESTMENT GROUP, INC.

ROUND HILL SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/1998

Series 63

Date: 12/24/1998

Series 7

Date: 12/9/1998

Current Firm

J. OLIVER MAXWELL, LLC

Contact information

Documents

Red Flags

Company Information

J. OLIVER MAXWELL, LLC

TRUST BUT VERIFY

Similar Advisors