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JM

Jem P. Maxwell

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CRD#: 4093769
JM

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.

Jem Paul Maxwell was a registered financial advisor .

Jem is a previously registered financial advisor and started their career in finance in 2000. Jem had worked at 5 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

February 11, 2008 - July 28, 2009

BREWER FINANCIAL SERVICES, LLC

BD
CRD#: 132558
CHICAGO, IL
Past

November 17, 2006 - February 25, 2008

CHICAGO INVESTMENT GROUP, LLC

BD
CRD#: 11853
CHICAGO, IL
Past

February 13, 2004 - November 20, 2006

ADVANCED EQUITIES, INC.

RIA
CRD#: 35545
CHICAGO, IL
Past

January 29, 2004 - November 20, 2006

ADVANCED EQUITIES, INC.

BD
CRD#: 35545
CHICAGO, IL
Past

November 3, 2000 - January 2, 2004

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

January 21, 2000 - November 10, 2000

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY

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: 1/28/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 2/28/2003
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


BF
BREWER FINANCIAL SERVICES, LLC
BREWER FINANCIAL SERVICES, LLC

CRD#: 132558 / SEC#: , 8-66603

BD
Cancelled by SEC on 06/04/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 06/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BREWER INVESTMENT GROUP, LLCPARENT COMPANY
ARANA, EDWARD ANTHONYFINOP, CFO2969234
ERICKSON, ADAM GARYPRESIDENT3081286
LISHCHYNSKY, MARK JOHN JRAML COMPLIANCE OFFICER2478952
LISHCHYNSKY, MARK JOHN JRCCO2478952

Disclosures


Regulatory Event2
Civil Event1
Arbitration2

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


BREWER FINANCIAL SERVICES, LLC

CRD#: 132558

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