Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
2yrs
Smith Maxime
Financial advisor at Primerica Advisors
Smith Maxime is a fiduciary financial advisor in Jacksonville, Florida, with 2 years in the industry. Smith joined Primerica Advisors in 2026, a firm offering investment management. The firm is paid through a percentage of assets.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office12276 San Jose Blvd Suite 309b-2, Jacksonville, FL 32223
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
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
- Aug 2026 – nowPFS Investments Inc.Current firm
Contact Smith
Local office(904) 962-6670Ask for Smith. (833) 786-0550Main office · Duluth, GA 12276 San Jose Blvd Suite 309b-2Jacksonville, FL 32223Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Smith
Tailored to Smith’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Smith
How do I contact Smith?
Call Smith’s local office at (904) 962-6670 or the Primerica Advisors main office at (833) 786-0550, and ask for Smith Maxime.
How long has Smith been a financial advisor?
Smith has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Smith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Smith a fiduciary?
Smith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Smith paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Smith 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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