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JP

Juan A. Perez Mayo

ATLAS PRIVATE WEALTH ADVISORS
RED BANK, NJ 07701
Some features on this profile are disabled
CRD#: 4553196
JP

Professional summary

Juan Antonio Perez Mayo, CFP®, who also goes by Juan Mayo, Tony Mayo, Tony Mayo, Juan Perez, is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Red Bank, New Jersey and LPL FINANCIAL LLC located in Johnstown, Pennsylvania.

Juan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Juan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Juan Mayo | Tony Mayo | Tony Mayo | Juan Perez

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 Juan Antonio Perez Mayo'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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

September 9, 2016 - Present

ATLAS PRIVATE WEALTH ADVISORS

Office #1: 331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
RIA
CRD#: 283744
RED BANK, NJ
Current

December 13, 2013 - Present

LPL FINANCIAL LLC

Office #1: 400 Luray Ave, Ste. 100, Johnstown, PA 15904
RIA
BD
CRD#: 6413
Johnstown, PA
Past

October 26, 2022 - October 26, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
MATAWAN, NJ
Past

December 16, 2013 - August 31, 2016

FLAGSHIP HARBOR ADVISORS, LLC

RIA
CRD#: 155733
MATAWAN, NJ
Past

September 9, 2002 - December 18, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MATAWAN, NJ
Past

August 28, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 28, 2002 - December 18, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MATAWAN, NJ

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".
AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC

CRD#: 283744 / SEC#: 801-107919

RIA
Registered Investment Advisory firm - (6/13/2016 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.
RR
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

RR
Alabama
(1/20/2026)
RR
Arizona
(4/21/2017)
RR
California
(7/1/2019)
RR
Colorado
(2/23/2021)
RR
Delaware
(2/9/2015)
RR
District of Columbia
(11/21/2023)
RR
Florida
(12/13/2013)
RR
Georgia
(1/15/2021)
RR
Idaho
(2/23/2021)
RR
Kansas
(5/10/2023)
RR
Louisiana
(5/10/2023)
RR
Maine
(5/10/2023)
RR
Maryland
(7/15/2021)
RR
Massachusetts
(12/1/2022)
RR
Michigan
(8/24/2020)
RR
Minnesota
(10/17/2025)
RR
Missouri
(2/7/2024)
RR
Nevada
(12/2/2019)
RR
New Hampshire
(5/2/2025)
RR
New Jersey
(12/13/2013)
IAR
New Jersey
(9/9/2016)
RR
New Mexico
(10/4/2022)
RR
New York
(12/13/2013)
RR
North Carolina
(5/3/2018)
RR
Ohio
(2/1/2022)
RR
Oregon
(5/10/2023)
RR
Pennsylvania
(5/16/2018)
RR
South Carolina
(1/8/2018)
RR
Tennessee
(5/10/2023)
RR
Texas
(5/25/2018)
IAR
Texas
(10/21/2019)
RR
Utah
(12/2/2019)
RR
Virginia
(6/26/2018)
RR
West Virginia
(4/4/2024)
RR
Wisconsin
(4/4/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/6/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AP
ATLAS PRIVATE WEALTH ADVISORS
ATLAS PRIVATE WEALTH ADVISORS | THE CAPITAL LEGACY, LLC | SHAH WEALTH MANAGEMENT | PAUL CARPENTER CAPITAL ADVISORS | CHAMPION FINANCIAL TEAM | CAPLAN CAPITAL MANAGEMENT | CAPITAL LEGACY | ATLAS PRIVATE WEALTH ALLIANCE | ATLAS PRIVATE WEALTH ADVISORS, LLC

CRD#: 283744 / SEC#: 801-107919

RIA
Registered Investment Advisory firm - (6/13/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
331 Newman Springs Rd. Suite 320, Building 3 2nd Floor, Red Bank, NJ, 07701
Mailing Address
Phone number
(888) 996-2666
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ATLAS PWA PART 2A (9/22/2025)
ATLAS PWA WRAP FEE BROUCHURE (8/4/2025)

Regulatory assets under management

Total Number of Accounts2,524
AUM (Assets Under Management)$ 688,121,996

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.

Company Information

ATLAS PRIVATE WEALTH ADVISORS

CRD#: 283744Red Bank, NJ 07701

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