Jonathan S. Maxson

BEACON CAPITAL MANAGEMENT

Franklin, TN 37067

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CRD#: 5403589

Professional summary

Jonathan Shawn Maxson, who also goes by Jonathan Maxon, Jon Maxson, Jonathan Maxson, is a registered financial advisor currently at BEACON CAPITAL MANAGEMENT, LLC located in Franklin, Tennessee.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jonathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan Maxon | Jon Maxson | Jonathan Maxson

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.

Insurance Sales POSITION: Insurance Sales Agent ADDRESS: 751 Cool Springs Blvd., Suite 106, Franklin, Tennessee��37067. DESCRIPTION: Sales of Life Insurance, Long Term Care Insurance, Disability Insurance, and Annuities. START DATE: 01/01/2001 INVESTMENT RELATED: No. NUMBER OF HOURS: 20 TRADING HOURS: 20 RENTAL PROPERTY POSITION: co-owner NATURE: Co-own a rental property. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 106 Mission Court, Suite 501 & 502, Franklin, TN 37067 DESCRIPTION: Manage, maintain, and rent property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Shawn Maxson's CRS (Customer Relationship Summary).

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

April 26, 2011 - Present

BEACON CAPITAL MANAGEMENT, LLC

Office #1: 751 Cool Springs Blvd Suite 106, Franklin, TN 37067

RIA

CRD#: 156228

Franklin, TN

Past

September 26, 2013 - November 20, 2017

KALOS CAPITAL, INC.

CRD#: 44337

FRANKLIN, TN

Past

March 25, 2009 - September 30, 2013

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

FRANKLIN, TN

Past

July 24, 2008 - March 25, 2009

MADISON AVENUE ADVISORS, INC.

RIA

CRD#: 137461

FRANKLIN, TN

Past

July 24, 2008 - September 27, 2013

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

FRANKLIN, TN

Past

October 25, 2007 - July 26, 2008

WOODSTOCK FINANCIAL GROUP, INC.

RIA

CRD#: 38095

FRANKLIN, TN

Past

September 25, 2007 - July 26, 2008

WOODSTOCK FINANCIAL GROUP, INC.

CRD#: 38095

FRANKLIN, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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

Tennessee
(4/26/2011)

IAR

Texas
(9/30/2015)

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 66

Date: 10/24/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2007

General Securities Representative Examination

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

BEACON CAPITAL MANAGEMENT, LLC | MAXSON, JONATHAN | BEACON FINANCIAL GROUP, LLC

CRD#: 156228 / SEC#: 801-106678

RIA

Registered Investment Advisory firm - (9/23/2015 Approved)

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Contact information

Main Address

751 Cool Springs Blvd Suite 106, Franklin, TN 37067

Mailing Address

Phone number

(615) 224-9794

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON FORM ADV 2A UPDATE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,398
AUM (Assets Under Management)	$ 1,070,557,366

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.

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Firm Stability Insights

Jonathan S. Maxson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Shawn Maxson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KALOS CAPITAL, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE ADVISORS, INC.

MADISON AVENUE SECURITIES, LLC

WOODSTOCK FINANCIAL GROUP, INC.

WOODSTOCK FINANCIAL GROUP, INC.

Primary Firm SEC Registration

BEACON CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2007

SIE

Date: 11/20/2017

Series 7

Date: 9/24/2007

Current Firm

BEACON CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEACON CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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