John
Goodwin
Atlas Private Wealth Advisors
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About this Advisor
John Goodwin is a financial advisor working in Matawan, New Jersey who has 2 years of industry experience. Goodwin is an employee of Atlas Private Wealth Advisors. The advisor has gained experience at Axa Advisors, LLC, Massmutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial LLC and Atlas Private Wealth Advisors, LLC. Goodwin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Atlas Private Wealth Advisors is a financial advisory company that has its headquarters in Matawan, NJ. The investment advisory business has offices in seven locations and a total of 28 financial advisors. It administers $510 million in assets across its 2,245 client accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 2,245 client accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Atlas Private Wealth Advisors offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services are offered. However, fee types charged by Atlas Private Wealth Advisors likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlas Private Wealth Advisors Brokerage Details
$509,617,730
28
2,245
$227,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
John Goodwin Work History
John has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Atlas Private Wealth Advisors, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Axa 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 John Goodwin 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 Atlas Private Wealth Advisors
Matawan, NJ
Matawan, NJ
Matawan, NJ
Ponte Vedra Beach, FL
Matawan, NJ
Matawan, NJ
Matawan, NJ
Matawan, NJ
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.
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