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Nicholas D

Series 63, Series 65

Grand Junction, CO

Arax Advisory Partners

Nicholas Daniel is a financial advisor at Arax Advisory Partners with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Kestra Investment Services, LPL Financial, and Vectra Bank. In addition to his advisory role, he is an independent insurance agent involved in selling variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, using a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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John M

Series 66

Grand Junction, CO

Arax Advisory Partners

John Maurer is a financial advisor with Arax Advisory Partners based in Grand Junction, CO. He holds a Series 66 credential and has 20 years of industry experience. His prior work includes roles at SRS Capital Advisors, Cedrus LLC, Avera Capital Wealth Management, Equitable Advisors, and Axa Advisors. Maurer serves on the Bookcliff Country Club Men's Club Board, advising on tournament formats. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation, with a notable use of performance-based fee arrangements and private fund management.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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