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.
Credentials
Series 63, Series 65
Experience Industry experience
16 years
Location
Lakeport, CA
Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.
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
Lakeport CA
Advisors at this office
1
California
16 years of industry experience
WestPac Wealth Partners & Insurance Services, LLC
2026 - Present • 1 year
San Diego, CA
J. Oliver Maxwell, LLC
2025 - Present • 1 year
Lakeport, CA
Guardian Insurance Company
2024 - Present • 2 years
Campbell, CA
Pacific Advisors, LLC
2024 - 2026 • 2 years
Campbell, CA
Vanguard Properties
2023 - Present • 3 years
Healdsburg, CA
J Rockcliff Realty
2017 - 2023 • 6 years
Danville, CA
Berkshire Hathaway Home Services
2014 - 2017 • 3 years
Napa, CA
J. Oliver Maxwell, LLC
2004 - 2025 • 21 years
Lakeport, CA
Alta Bates Medical Center
2001 - Present • 25 years
Berkeley, CA
The Legal Nurse Consultant Group
1992 - Present • 34 years
Lakeport, CA
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 66
Lakeport, CA
J.P. Morgan Securities
Charles Garman is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. He previously worked at Merrill and Bank of America for twelve years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment advice.
Series 63, Series 65
Lakeport, CA
LPL Financial
Gabriel Strong is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2019. Outside of his advisory role, he is the owner of Strong Made Genetics LLC, a commercial cattle operation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.
CFP®, Series 63, Series 65
Lakeport, CA
LPL Financial
Jennifer Strong is a financial advisor with LPL Financial in Lakeport, CA, holding the CFP® designation and Series 63 and 65 licenses, with 28 years of industry experience. She previously worked at Investment Centers of America, Inc. and Lake Community Bank from 1998 to 2017. Outside of her advisory work, she owns a commercial cattle operation through Strong Made Genetics LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations via a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and model portfolios.
Series 63, Series 66
Lakeport, CA
LPL Financial
Robert Mcallister is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has worked at several firms, including Raymond James Financial Services and Securities America Advisors, before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by proprietary and third-party research.
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