Luke R Maxwell

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 03/2022
  Waterstone Wealth Strategies
  Marietta, GA
• 10/2019 → 10/2020
  Georgia Aquarium
  Atlanta, GA
• 11/2017 → 09/2019
  Robert Half International Inc
  Los Angeles, CA
• 05/2015 → 08/2017
  Enterprise Holdings Inc
  Elizabeth, NJ
• 09/2021 → 03/2022
  Fsc Securities Corp
  Marietta, GA
• 05/2022 → Present
  Edward Jones
  St Louis, MO
• 05/2022 → 05/2022
  Bentwater Golf Club
  Acworth, GA
• 04/2022 → Present
  Door Dash
  Kennesaw, GA

Previous Registrations

• 2021-10-19 → 2022-03-08
  Fsc Securities Corporation
  Marietta, GA

Other Businesses

Renting Basement Apartment Type: Rental Date: 04/01/25 Title: Landlord Trad Hrs: 0 Tot Hrs: 0 Desc: Lady renting my basement. City-State: Cartersville GA

Exams

• S66 Uniform Combined State Law Examination
  2021-10-15

Other Names

• Luke Maxwell