Juan
Perez Mayo
Atlas Private Wealth Advisors
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About this Advisor
Juan Perez Mayo is a certified financial planner based out of Matawan, New Jersey with a total of 7 years of industry experience. Perez Mayo is on the advisory team at Atlas Private Wealth Advisors. Their career trajectory has included roles at Flagship Harbor Advisors, LLC, American Express Financial Advisors, Ids Life Insurance Company, Lpl Financial LLC and Atlas Private Wealth Advisors. Perez Mayo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey and Texas. Atlas Private Wealth Advisors is a business that has its headquarters in Matawan, NJ. The firm has offices in seven locations and a total of 28 advisors. It administers $510 million in assets between its 2,245 client accounts, making it one of the larger firms in the United States 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 assets available to invest. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which service is provided. Fees billed by Atlas Private Wealth Advisors most likely consist of any combination 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
Juan Perez Mayo Work History
Juan has been registered as a financial advisor for 7 years.*
Atlas Private Wealth Advisors
Lpl Financial LLC
Flagship Harbor Advisors, LLC
American Express Financial Advisors
Ids Life Insurance Company
*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 Juan Perez Mayo 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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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.
