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.
1. 12/13/13: Atlas Private Wealth Advisors; At rep bus loc(s); DBA for LPL Business (entity for LPL business); Inv. rel; Time Spent 100% 2. 12/13/13: Tinton Falls, NJ; Real Estate Rental; Inv. related; Owner/Manager; Time Spent 1% 3. 12/13/13: Pinnacle; At rep bus loc(s); Non-Variable Insurance; Inv. related; Time Spent 10% 4. 8/31/16: Atlas Private Wealth Advisors LLC; At rep bus loc(s); Registered Investment Advisor Hybrid; Inv. related; Start date 9/1/2016; 35hrs/mo. during trading; I provide investment advisory services through Atlas Private Wealth Advisor, LLC, an independent investment advisor firm. I started this business activity on 8/30/16. I expect to spend approximately 35 Hrs/Mth on this activity. Please see the advisory firm's Form ADV... 5. 11/2/16: Neptune, NJ; Real Estate Rental; Inv. related; Start date 9/30/2016; 1hr/mo.; 0hrs during trading 6. 5/17/17: Greenwood Loop Brick, NJ; Real Estate Rental; Inv. related; Real Estate Rental; Start 8/30/16; 1hr/mo/0hrs during trading 7. 6/13/17: 33 Northup Drive; Brick, NJ; Real Estate Rental; Inv. related; Owner; Start 4/1/2017; 1hr/mo.; 0hrs during trading. 8. 6/23/17: 177 Primrose Brick NJ; Brick, NJ; Real Estate Rental; Inv. related; Start 6/7/2017; 1hr/mo.; 0hrs during trading. 9. 12/18/17: Brick, NJ; Real Estate Rental; Not inv. related; Start 1/22/2018; 1hr/mo.; 0hrs during trading. 10. 4/3/18: 1015 Mattison; Asbury Park NJ; Real Estate Rental; Not inv. related; Start 5/1/2018; 1hr/mo.; 0hrs during trading. 11. 7/9/18: Greenwood Loop Brick NJ; Real Estate Rental; Not inv. related; Start date 7/16/2018 1hr/mo. during trading. 12. 7/10/18: Greenwood Loop Brick NJ; Real Estate Rental; Not inv. related; Start date 7/28/2018 0hrs/mo. during trading. 13. 8/27/18: Primrose Lane Brick, NJ; Real Estate Rental; Inv. related; Start 9/05/2018; 1hr/mo.; 0hrs during trading. 14. 9/18/19: 650-650 Ocean Holdings LLC; Pt Pleasant NJ; Real Estate Rental; Inv. related; Start 12/1/2019; 1hr/mo.; 0hrs during trading. 15. 4/5/21: LEB Management INC; At rep bus loc(s); Business Entity For Tax/Investment Purposes Only; Not inv. related; Start 3/17/2021; 1hr/mo.; 0hrs during trading. 16. 12/16/21: Tinton Falls NJ 07724; Real Estate Rental; Inv. related; Start Date: 12/13/2013; 1hr/mo.; 0hrs during trading. 17. 7/19/24- 100 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 18. 7/19/24-208 GREENWOOD LOOP LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 19. 7/19/24-123 PRIMROSE LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 20. 7/19/24-16 GREENWOOD LOOP LLC-Real Estate Rental-INV REL-Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 21. 9/4/2024- 177 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during trading 22. 9/4/2024- 218 GREENWOOD LOOP LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs during 23. 9/4/2024- 100 PRIMROSE LANE LLC- Real Estate Rental- INV REL- Brick, NJ- Start 6/1/24- 1hr per mth/0 hrs trading 24. 9/4/2024- 1810 RUTHERFORD LLC- Real Estate Rental- INV REL- Neptune, NJ- Start 6/1/24- 1hr per mth/0 hrs trading 25.9/4/2024- 1015 MATTISON LLC- Real Estate Rental- INV REL- Asbury Park, NJ- Start 6/1/24- 1hr per mth/0 hrs trading
CRS (Client Relationship Summary) - RIA
Click below to view Juan Antonio Perez Mayo's 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®
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, 07701RIA
CRD#: 283744
RED BANK, NJ
Current
December 13, 2013 - Present
LPL FINANCIAL LLC
Office #1: 400 Luray Ave, Ste. 100, Johnstown, PA 15904RIA
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
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
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 2,524 |
| 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.
