Lauer Wealth Management
41yrs
Top advisor by experience in Valparaiso
15yrs
Maxwell Van Rite has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Valparaiso, Indiana. Maxwell has been with J.P. Morgan Securities since 2018. J.P. Morgan Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 85 advisors with offices in Valparaiso, and one of 81 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 66% of advisors at J.P. Morgan Securities
Office2301 Calumet Avenue, Valparaiso, IN 46383
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowJ.P. Morgan Securities LLCCurrent firm
Contact Maxwell
(800) 999-2000Firm headquarters in New York, NY. Ask for Maxwell. 2301 Calumet AvenueValparaiso, IN 46383Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Maxwell
Tailored to Maxwell’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Maxwell
How do I contact Maxwell?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Maxwell Van Rite. Maxwell works from the Valparaiso, IN office.
How long has Maxwell been a financial advisor?
Maxwell has been in the industry since 2012, about 15 years. More experience than 66% of advisors at J.P. Morgan Securities.
What licenses does Maxwell hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Maxwell a fiduciary?
Maxwell is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maxwell paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Maxwell for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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