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RIA / WealthAdvisor24 years in industry

JONATHAN SHAWN MAXSON

Advisor at BEACON CAPITAL MANAGEMENT, LLC

FRANKLIN, TN

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Search this name across graphsid dfx:ria:2a06841f-ff1a-a8ca-933b-2f6cc385f1c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 25, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON CAPITAL MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 24, 2007
First registration: Oct 25, 2007
Dual registered: no
Other names: JONATHAN MAXON|JON MAXSON|JONATHAN MAXSON
IAPD individual key: 5403589

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 30, 2015	n/a	yes	FRANKLIN, TN	Current employment
MADISON AVENUE SECURITIES, LLC	Bd affiliated wealth	Mar 25, 2009	Sep 30, 2013	no	SAN DIEGO, CA\|FRANKLIN, TN	Previous registration
MADISON AVENUE ADVISORS, INC.	n/a	Jul 24, 2008	Mar 25, 2009	no	SAN DIEGO, CA\|FRANKLIN, TN	Previous registration
WOODSTOCK FINANCIAL GROUP, INC.	Former SEC adviser	Oct 25, 2007	Jul 26, 2008	no	WOODSTOCK, GA\|FRANKLIN, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MADISON AVENUE SECURITIES, LLC	BEACON CAPITAL MANAGEMENT, LLC	Sep 30, 2013	Sep 30, 2015	730	Firm change after gap	Other
MADISON AVENUE ADVISORS, INC.	MADISON AVENUE SECURITIES, LLC	Mar 25, 2009	Mar 25, 2009	0	Bulk transfer	Other
WOODSTOCK FINANCIAL GROUP, INC.	MADISON AVENUE ADVISORS, INC.	Jul 26, 2008	Jul 24, 2008	-2	Firm change	Other

Relationships

Registered with (4)

→ BEACON CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Sep 30, 2015 to presentfactForm ADV
→ MADISON AVENUE SECURITIES, LLCRegistered adviserregistration: previous registration
Mar 25, 2009 to Sep 30, 2013factForm ADV
→ MADISON AVENUE ADVISORS, INC.Registered adviserregistration: previous registration
Jul 24, 2008 to Mar 25, 2009factForm ADV
→ WOODSTOCK FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 25, 2007 to Jul 26, 2008factForm ADV

Dated events

No dated event names this entity yet.