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Jan Attard

Financial Advisor, Insurance, MBA, Realtor
Personal Finance, Retirement, Investing

J. Oliver Maxwell, LLC

Job Title:

Chief Investment Officer


J. Oliver Maxwell, LLC is an  Independent, Fee Only, Registered Investment Advisory Firm offering Investment-Financial Planning-Mentoring Consulting advice empowering each individual investor with tools to achieve Financial Independence. Despite the challenges,  set backs and personal adversities of life, all clients are  capable of creating a sound investment plan based on knowledge of the markets, organized automation of finances, debt elimination and asset allocation to build a financial portfolio lasting generations. We manage accounts based on risk tolerance, time line and sound financial objectives. It is your plan, we take direction and insight collaborating with you to create a visual reality of long term financial wellbeing and security.

Jan began her career at UBS in San Francisco, California as Vice President, Wealth Management and Estate Planning.  Jan served as Executive Vice President Portfolio Manager at Round Hill Securities, Alamo, California.  Jan created J. Oliver Maxwell, LLC where she is financial advisor to assist investors to reach financial goals through deliberate planning for the long term. Jan listens to client goals and aspirations, timeline, risk tolerance. Jan personalizes each investment portfolio to suit individual needs, family goals, growth of a small winery and or a corporate venture start up. 

Jan cares to empower, teach, guide and mentor knowledge of the financial markets, awareness to manage assets long term. You must build knowledge and awareness before you can accumulate assets. Jan advocates investors to explore autobiographies of great investors, study great companies to learn about company fundamentals. Before one can participate in the market, one must have a grounding in corporate profitability.

Jan is a Financial Advisor who mentors  the awareness of the financial markets, encouraging and mentoring the elimination of debt and strategic saving strategies  Jan authored "Tunnel Vision, a focused life" encouraging all investors to achieve financial goals to become financially independent Her motivational book "Tunnel Vision, a focused life will change the way you think about money and transform your thoughts into action.  Anyone is capable of attaining personal freedom from debt, set a plan and "do it" now.  One must make a personal commitment to put yourself first, stop over spending and start automation of savings regularly and systematically with a goal in mind.  Visualize the process from debt elimination to wealth accumulation. Jan is with you routing for you every step of the way.

Jan received her Bachelor of Science from Georgetown University 1978,  M.B.A. from Ashford University 2010,  Stock Market Analysis Certification at Golden Gate University, San Francisco 2001. Jan received Series 7, 63, 65 and Insurance licenses as a Broker at UBS Paine Webber, San Francisco. Jan possess a California Real Estate License #01182973 and has completed the first of four years at Concord Law School, Los Angeles, CA.

Jan cares about others empowering each client mentoring discipline to achieve long term money management.  Each client is fabulous example of Jan's success. Each client has within them the power to achieve financial independence and long term financial success. 

We look forward to assisting you attain financial freedom through hard work, focused dedication to a secure future!  

No one said the road would be easy, nothing fabulous is!

We strive to provide analysis of your financial roadmap.

All the best with your financial future,


Jan Attard, MBA

 J. Oliver Maxwell, LLC

Registered Investment Advisory



Technical Market Analysis

Fundamental Market Analysis

tele. # 925-876-1377




Bachelor of Science, Georgetown University
Technical Market Analysis, Golden Gate University
First Year, Concord Law School
MBA/Finance, Ashford University

Fee Structure:

Tunnel Vision, a focused life
Turn Cash into a Stock Portfolio (linked in)
Create a Diverse Stock Portfolio (linked in)

CRD Number:


Insurance License:



J. Oliver Maxwell, LLC is a Registered Investment Advisory Firm regulated by the State of California in accordance and compliance with applicable securities laws and regulations. Jan Attard does not render or offer to render personalized investment advice through this newsletter forum. The information provided herein is for informational purposes only and does not constitute financial, investment or legal advice. Investment advice can only be rendered after delivery of the Firm’s disclosure statement (Form ADV Part II) and execution of an investment advisory agreement between the client and Jan Attard. 

J. Oliver Maxwell, LLC offers fee only financial planning and investment advisory services a registered investment advisory firm. Investing money in equity, bond markets, mutual funds, ETFs, INDEX's and Real Estate may involve risk resulting in the loss of capital.  Past performance is no guarantee of future results.  Each investor must be diligent to research each investment to make sure it is suitable based on individual risk tolerance, individual investment objectives, liquidity considerations, tax situation, and features pertinent to an individual, family and/or business  financial situation.

The presence of this web site and any information presented on the internet via this forum shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted.

We are legally empowered to provide investment advisory services to residents of California.

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    Debt, Financial Planning, Retirement, Pensions, Social Security, Choosing an Advisor
What type of advisor should I see to help me budget my retirement savings and pay off some debt?

Dear What Type of Advisor Should I see to Help me Budget my Retirement Savings and Pay off some Debt?


Fabulous question!

You have already stated your focus on your way to becoming financially independent! Continue allowing your money to grow, continue to monitor debt, mind your money management and you will go far over the long term. You are building savings within your 401K, IRA savings totaling approximately $200,000, a Pension and Social Security Benefits. 

Select an Advisor you can trust, one you feel comfortable sharing your "story" with, one who will collaborate with you who will analyze your holdings without the need for the Advisor to change everything about your present portfolio management just because they are with a firm that demands change happen. Choose an advisor who has a proven track record, one that takes the time to meet at your level and takes the time to keep you in the loop each step of the way with your investments. You must be empowered.

The most important factor is growth of portfolio holdings which comes with return on investment. Money is empowered and will compound over time if invested into diverse sectors, ETFs, INDEXs, Mutual Funds and individual stock holdings and Bonds. Your choice holdings must be companies that are strong, solid with long term growth potential for the future. Allow your Advisor to empower you, share scenarios to bring you closer to being invested in select choice companies for the long term. The Advisor you choose must be there to mentor you and teach you about your money, not one that simply places your money.  

Learn about the automation of savings by researching web sites www.mint.com, www.personalcapital.com and undebit.it. Read all you can about money management, wealth accumulation and debt elimination via sites that foster knowledge about becoming financially independent. One of the best books by far on the market, The Intelligent Investor, Benjamin Graham will provide a primer on investing and the markets. 


You can accomplish this goal!

Best of luck to you,


Jan Attard, MBA, Wealth Accumulation Specialist

J. Oliver Maxwell, LLC



Tele. # 925-876-1377

March 2019
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Should I build an emergency fund or pay off debt?
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