Jesse
Weissberger
Atcap Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jesse Weissberger is a financial advisor operating out of Woodcliff Lake, New Jersey with a total of 1 year of industry experience. Weissberger is currently employed by Atcap Partners, LLC. Throughout their career, Weissberger has worked at Wells Fargo Advisors LLC, Morgan Stanley, Morgan Stanley Private Bank, National Association, National Securities Corp, National Asset Management Inc, Ceros Financial Services Inc and Atcap Partners LLC. Weissberger maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey. Atcap Partners, LLC is a firm that has its headquarters in Rockville, MD. It has offices in four locations and a total of 23 financial advisors. It has $76 million in assets among its 307 client accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 307 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in investable assets. Atcap Partners, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Atcap Partners, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Atcap Partners, LLC Brokerage Details
$75,590,000
23
307
$246,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Jesse Weissberger Work History
Jesse has been registered as a financial advisor for 1 years.*
Ceros Financial Services Inc
Atcap Partners LLC
National Securities Corp
National Asset Management Inc
Morgan Stanley Private Bank, National Association
Morgan Stanley
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jesse Weissberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atcap Partners, LLC
New York, NY
Cedar Grove, NJ
Rockville, MD
Frisco, TX
Ashburn, VA
Norwalk, CT
New York, NY
Jupiter, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
