A complete list of active advisors currently associated with JH Kaufman LLC
Warmer can help you find a great advisor at JH Kaufman LLC or one who fits your needs even better.
JH Kaufman llc (dba Maxg2) is a small independent registered investment adviser that serves individual clients with portfolio and asset management services. The firm’s brochure indicates it manages client portfolios and uses asset-based fee arrangements common to solo advisory practices. The firm operates as a single-advisor practice with the managing member self-supervising operations; the brochure lists an economics degree and prior roles at broker-dealers and investment firms that inform its advisory work. Client relationships are concentrated—about 16 clients and roughly $9.2 million in assets under management—supporting a hands-on service model. Notably, the firm’s disclosures indicate it offers other financial products and conducts educational seminars or workshops, features that are uncommon among independent solo advisors and may broaden client options beyond standard portfolio management. The brochure also states there are no outside business activities, no reportable disciplinary history, and no economic benefits received from non-clients, which bear on potential conflicts of interest.
To learn more about the advisors currently working at JH Kaufman LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Deerfield, IL
| 29
|
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