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JS

Jason Sampson

ATLAS PRIVATE WEALTH ADVISORS
Tampa, FL 33606
Some features on this profile are disabled
CRD#: 7526193
JS

Professional summary

Jason Sampson is a registered financial advisor currently at ATLAS PRIVATE WEALTH ADVISORS located in Tampa, Florida.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 2 firms and has passed the Series 65 exam.

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 Jason Sampson'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

January 14, 2026 - Present

ATLAS PRIVATE WEALTH ADVISORS

Office #1: 315 South Plant Ave, Tampa, FL 33606
RIA
CRD#: 283744
Tampa, FL
Past

July 8, 2025 - December 31, 2025

FORTRESS PRIVATE WEALTH

RIA
CRD#: 336545
TAMPA, FL
Past

April 12, 2022 - August 14, 2025

ATLAS PRIVATE WEALTH ADVISORS

RIA
CRD#: 283744
Tampa, FL

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.

Highlighted states indicate IAR registrations

IAR
Florida
(1/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2022
Uniform Investment Adviser Law Examination

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)
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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)

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#: 283744Tampa, FL 33606

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