Jeffrey L. Maxwell
Professional summary
Jeffrey Lyle Maxwell, who also goes by Jeff Maxwell, is a registered financial advisor currently at MAXWELL AND MORSE CAPITAL MANAGEMENT, INC. located in Tulsa, Oklahoma.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Lyle Maxwell's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 7, 2020 - Present
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
Office #1: 5026 East 101st Street Suite A, Tulsa, OK 74137August 4, 2005 - February 28, 2020
THE LEGACY FINANCIAL GROUP, INC.
August 21, 2002 - November 6, 2007
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/7/2020)
Current Firm
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
CRD#: 118334 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 193 |
| AUM (Assets Under Management) | $ 53,908,051 |
Red Flags
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Company Information
MAXWELL AND MORSE CAPITAL MANAGEMENT, INC.
CRD#: 118334Tulsa, OK 74137TRUST BUT VERIFY
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