Justin David Maxwell

Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-03-14

UT RA
APPROVED

Since 2024-03-14

Branch Locations

West Jordan, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Justin D. Maxwell, Llc	West Jordan	UT	06/2021	Present
Athlos Accademy Of Utah	Herriman	UT	08/2016	06/2021
Legacy Wealth Managment, Llc	Boise	ID	02/2024	Present

06/2021 → Present

Justin D. Maxwell, Llc

West Jordan, UT
08/2016 → 06/2021

Athlos Accademy Of Utah

Herriman, UT
02/2024 → Present

Legacy Wealth Managment, Llc

Boise, ID

Other Businesses

Small Business Incentive Consultants - This is not investment-related. 63 E. Moorhen Dr., Saratoga Springs, UT 84045. Assist individuals with Tax Credits and Incentives. Managing Partner. Justin D. Maxwell, LLC actually owns 50% share in Small Business Incentive Consultants and then I work for my own company, Justin D. Maxwell, LLC. Justin D. Maxwell, LLC acquired it's interest in Small Business Incentive Consultants in June of 2021. I devote about 173 hours a month to Justin D. Maxwell, LLC and my business with Small Business Incentive Consultants. Most of my hours are during the trading day. Big Life Financial owns the other 50% of Small Business Incentive Consultants. My duties to the other business entail day to day management, sales and marketing.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-20

S65 Uniform Investment Adviser Law Examination

2024-02-20