James P. Skahan

MAXADVISOR PRIVATE MANAGEMENT

PORTLAND, OR

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CRD#: 4630127

Professional summary

James Paul Skahan is a registered financial advisor currently at MAXADVISOR PRIVATE MANAGEMENT located in Portland, Oregon.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view James Paul Skahan'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

November 17, 2011 - Present

MAXADVISOR PRIVATE MANAGEMENT

RIA

CRD#: 125148

PORTLAND, OR

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

Oregon
(11/17/2011)

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: 11/16/2011

Uniform Investment Adviser Law Examination

Current Firm

MAXADVISOR PRIVATE MANAGEMENT

MAXADVISOR | MAXADVISOR PRIVATE MANAGEMENT | MAXADVISOR LLC.

CRD#: 125148 / SEC#: 801-61790

RIA

Registered Investment Advisory firm - (2/27/2006 Terminated)

Florida

Registered Investment Advisory firm - (7/26/2023 Approved)

Louisiana

Registered Investment Advisory firm - (11/20/2015 Terminated)

Oregon

Registered Investment Advisory firm - (3/22/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Miami Beach, FL

Mailing Address

Phone number

(888) 871-7307

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 28,295,880

Red Flags

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

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James P. Skahan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Paul Skahan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAXADVISOR PRIVATE MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/16/2011

Current Firm

MAXADVISOR PRIVATE MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MAXADVISOR PRIVATE MANAGEMENT

TRUST BUT VERIFY

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