Juan Perez Mayo (CRD# 4553196) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 21 years of experience in the finance industry.
CRD# 5017777
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6659847
Rockefeller Capital Management
CRD# 1110023
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Private Wealth Advisors | Matawan, NJ | Aug 2016 - Current | 7 |
| Lpl Financial LLC | Matawan, NJ | Dec 2013 - Current | 10 |
| Flagship Harbor Advisors, LLC | Matawan, NJ | Dec 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2002 |
- NJ
- TX
-
Total Assets Under Management558MILLIONS
-
Total Number of Accounts2,167ACCOUNTS
-
Average Account Value$257,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, LA, MA, MD, ME, NC, NJ, NY, OR, PA, SC, TX, VA, WY
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