Michael J. Janvrin

ATLAS WEALTH PARTNERS LLC

Wyomissing, PA 19610

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CRD#: 5478864

Professional summary

Michael Joseph Janvrin SR., CFP®, who also goes by Michael Joseph Janvrin, is a registered financial advisor currently at ATLAS WEALTH PARTNERS LLC located in Wyomissing, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Joseph Janvrin

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 Michael Joseph Janvrin SR.'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: 2012

Experience

Current

October 1, 2015 - Present

ATLAS WEALTH PARTNERS LLC

Office #1: 2 Meridian Boulevard First Floor, Wyomissing, PA 19610

RIA

CRD#: 175219

Wyomissing, PA

Past

July 12, 2013 - September 25, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

WEST LAWN, PA

Past

July 12, 2013 - September 25, 2015

LPL FINANCIAL LLC

CRD#: 6413

WEST LAWN, PA

Past

June 1, 2009 - August 5, 2013

MORGAN STANLEY

RIA

CRD#: 149777

WYOMISSING, PA

Past

June 1, 2009 - August 5, 2013

MORGAN STANLEY

CRD#: 149777

WYOMISSING, PA

Past

April 23, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

WYOMISSING, PA

Past

April 1, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

WYOMISSING, PA

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".

ATLAS WEALTH PARTNERS LLC

ATLAS WEALTH PARTNERS LLC | DUNBAR WEALTH PARTNERS LLC

CRD#: 175219 / SEC#: 801-102469

RIA

Registered Investment Advisory firm - (7/24/2015 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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(10/1/2015)

IAR

Texas
(11/9/2021)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 9/25/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/2/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/31/2008

General Securities Representative Examination

Current Firm

ATLAS WEALTH PARTNERS LLC

ATLAS WEALTH PARTNERS LLC | DUNBAR WEALTH PARTNERS LLC

CRD#: 175219 / SEC#: 801-102469

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

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Contact information

Main Address

2 Meridian Boulevard First Floor, Wyomissing, PA 19610

Mailing Address

Phone number

(610) 268-6807

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	812
AUM (Assets Under Management)	$ 222,195,437

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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Firm Stability Insights

Michael J. Janvrin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Janvrin SR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

ATLAS WEALTH PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2008

SIE

Date: 9/25/2015

Series 31

Date: 7/2/2009

Series 7

Date: 3/31/2008

Current Firm

ATLAS WEALTH PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLAS WEALTH PARTNERS LLC

TRUST BUT VERIFY

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