Jesse L. Weissberger

ATCAP PARTNERS

Woodcliff Lake, NJ

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CRD#: 2328980

Professional summary

Jesse L Weissberger is a registered financial advisor currently at ATCAP PARTNERS, LLC located in Woodcliff Lake, New Jersey and CEROS FINANCIAL SERVICES, INC. located in New York, New York.

Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jesse has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse L Weissberger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 22, 2022 - Present

ATCAP PARTNERS, LLC

RIA

CRD#: 158214

Woodcliff Lake, NJ

Current

July 20, 2022 - Present

CEROS FINANCIAL SERVICES, INC.

Office #1: One Seaport Plaza 199 Water Street 21st Floor, New York, NY, 10038

CRD#: 37869

New York, NY

Past

March 3, 2017 - July 22, 2022

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

WOODCLIFF LAKE, NJ

Past

February 21, 2017 - July 22, 2022

NATIONAL SECURITIES CORPORATION

CRD#: 7569

WOODCLIFF LAKE, NJ

Past

June 18, 2013 - February 10, 2017

MORGAN STANLEY

RIA

CRD#: 149777

PARAMUS, NJ

Past

June 14, 2013 - February 10, 2017

MORGAN STANLEY

CRD#: 149777

PARAMUS, NJ

Past

April 16, 2008 - June 18, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FAIR LAWN, NJ

Past

December 3, 2007 - June 18, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FAIR LAWN, NJ

Past

January 1, 2005 - December 3, 2007

HSBC SECURITIES (USA) INC.

CRD#: 19585

PLEASANT VALLEY, NY

Past

March 30, 2004 - January 1, 2005

HSBC BROKERAGE (USA) INC.

CRD#: 6956

NEW YORK, NY

Past

October 3, 1995 - December 5, 2003

ALLIANCEBERNSTEIN INVESTMENTS, INC.

CRD#: 14549

NASHVILLE, TN

Past

October 21, 1994 - June 25, 1997

M.S. FARRELL & COMPANY, INC.

CRD#: 24232

SYOSSET, NY

Past

July 6, 1994 - October 28, 1994

FSG SECURITIES, INC.

CRD#: 35352

NEW YORK, NY

Past

April 5, 1994 - July 1, 1994

WESTFIELD FINANCIAL CORPORATION

CRD#: 8143

NEW YORK, NY

Past

May 12, 1993 - January 1, 1994

BEACON SECURITIES, INC.

CRD#: 15300

NEW YORK, NY

Past

April 28, 1993 - May 10, 1993

GKN SECURITIES CORP.

CRD#: 19415

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(8/4/2022)

Arizona
(7/20/2022)

California
(7/20/2022)

Colorado
(1/23/2026)

Connecticut
(7/22/2022)

Delaware
(3/16/2023)

District of Columbia
(7/20/2022)

Florida
(7/20/2022)

Georgia
(7/20/2022)

Idaho
(7/20/2022)

Iowa
(7/20/2022)

Kansas
(7/20/2022)

Louisiana
(7/20/2022)

Maine
(7/21/2022)

Maryland
(7/20/2022)

Michigan
(7/20/2022)

Minnesota
(7/28/2022)

Mississippi
(7/20/2022)

Nebraska
(7/20/2022)

Nevada
(7/20/2022)

New Jersey
(7/20/2022)

IAR

New Jersey
(7/22/2022)

New Mexico
(7/20/2022)

New York
(7/20/2022)

North Carolina
(8/1/2022)

Ohio
(7/20/2022)

Oklahoma
(7/20/2022)

Pennsylvania
(7/20/2022)

Rhode Island
(7/20/2022)

South Carolina
(7/20/2022)

South Dakota
(7/20/2022)

Texas
(3/13/2025)

Utah
(7/20/2022)

Vermont
(7/20/2022)

Virginia
(7/20/2022)

Washington
(8/2/2022)

West Virginia
(7/20/2022)

Wisconsin
(7/20/2022)

Wyoming
(7/20/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/15/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 6/27/2005

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/23/2004

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

ATCAP PARTNERS, LLC | KENSINGTON ANALYTICS | FORTE CAPITAL GROUP | CRITICAL MATH

CRD#: 158214 / SEC#: 801-72617

RIA

Registered Investment Advisory firm - (7/25/2011 Approved)

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Contact information

Main Address

1445 Research Boulevard #530, Rockville, MD 20850

Mailing Address

Phone number

(866) 842-3356

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATCAP PARTNERS- JULY 2022 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 62,948,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jesse L. Weissberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse L Weissberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATCAP PARTNERS, LLC

CEROS FINANCIAL SERVICES, INC.

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HSBC SECURITIES (USA) INC.

HSBC BROKERAGE (USA) INC.

ALLIANCEBERNSTEIN INVESTMENTS, INC.

M.S. FARRELL & COMPANY, INC.

FSG SECURITIES, INC.

WESTFIELD FINANCIAL CORPORATION

BEACON SECURITIES, INC.

GKN SECURITIES CORP.

Primary Firm SEC Registration

ATCAP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2008

Series 63

Date: 6/29/2005

SIE

Date: 10/1/2018

Series 7

Date: 4/27/1993

Series 10

Date: 6/27/2005

Series 9

Date: 4/23/2004

FINRA

Nasdaq Stock Market

Current Firm

ATCAP PARTNERS, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATCAP PARTNERS, LLC

TRUST BUT VERIFY

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