Advisor at J. Oliver Maxwell, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lakeport, CA
Credentials
Series 63, Series 65
Industry experience
16 years
Janet Attard is a financial advisor at J. Oliver Maxwell, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes roles at Guardian Insurance Company, Vanguard Properties, and various real estate firms. Outside of financial advising, she works as a nurse at Alta Bates Medical Center and is a licensed real estate agent. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice and offers specialized services such as CEPA exit-planning for business owners, along with educational seminars and published financial newsletters.
Based on J. Oliver Maxwell, LLC
Based on J. Oliver Maxwell, LLC
Based on J. Oliver Maxwell, LLC
Comprehensive written financial plans charged a flat fee ranging from $1,000 to $5,000 depending on scope and complexity.
$0 - $250,000: 1.00% $250,001 - $3,000,000: 0.85% $3,000,001+: 0.50%
Insurance commissions received only when clients voluntarily purchase insurance through the firm’s licensed insurance producer; commissions vary by product and carrier.
Hourly consultations at $200–$400 per hour, billed in 0.25-hour increments.
Ongoing financial planning retainer fees ranging from $200 to $600 per month (or negotiable quarterly equivalent).
Account minimum: $50,000 Fee-only: Financial planning fees range from $1,000 to $5,000 flat fee for comprehensive plans; hourly rates $200–$400 per hour; ongoing retainers $200–$600 per month (or quarterly equivalent). Fees are quoted in writing before engagement.
Lakeport, CA
California
J. Oliver Maxwell, LLC
2025 - Present (1 year)
Guardian Insurance Company
2024 - Present (2 years)
Vanguard Properties
2023 - Present (3 years)
J Rockcliff Realty
2017 - 2023 (6 years)
Berkshire Hathaway Home Services
2014 - 2017 (3 years)
J. Oliver Maxwell, LLC
2004 - 2025 (21 years)
Alta Bates Medical Center
2001 - Present (25 years)
Risk Management-Medical Consultant
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nice, CA
D.A. DAVIDSON & Co.
Shawna Marion is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson & Co. since 2019, following prior roles at FMR Parts and LPL Financial. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.
Series 63, Series 65
Lakeport, CA
LPL Financial
Gabriel Strong is a financial advisor with LPL Financial in Lakeport, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at JE Strong Financial Network and San Diego State University. Outside of his advisory role, he owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.
CFP®, Series 63, Series 65
Lakeport, CA
LPL Financial
Jennifer Strong is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked at Investment Centers of America, Inc. and Lake Community Bank for 19 years. Outside of her advisory role, she owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its advisors with an in-house research team that offers model portfolios and a variety of delivery options, combining large-scale advisory operations with insurance and credit services.
Series 63, Series 66
Lakeport, CA
LPL Financial
Robert Mcallister is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked at several firms, including Sorrento Pacific Financial, Securities America Advisors, and Raymond James Financial Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.
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