Juan Perez Mayo, financial advisor Matawan NJ
96 score

Juan Perez Mayo

CRD Number: 4553196
Current Firm: Atlas Private Wealth Advisors

Juan Perez Mayo (CRD# 4553196) is an Investment Advisor Representative working at Atlas Private Wealth Advisors in Matawan, NJ and has over 15 years of experience in the finance industry. Juan Perez Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Atlas Private Wealth Advisors Matawan, NJ Aug 2016 - Current 1
Lpl Financial LLC Matawan, NJ Dec 2013 - Current 4
Flagship Harbor Advisors, LLC Matawan, NJ Dec 2013 - Aug 2016 2
American Express Financial Advisors Edison, NJ Jun 2002 - Dec 2013 11
Ids Life Insurance Company Edison, NJ Jun 2002 - Dec 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Juan A. Perez Mayo
Phone Number: (732) 242-4001
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    705
    ACCOUNTS
  • Average Account Value
    $173,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, LA, NC, NJ, NY, PA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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