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JS

Jaxon T. Samsel

PERSPECTIVE WEALTH ADVISORS
LOVELAND, CO 80538
CRD#: 8242701
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JS
Jaxon Todd SamselPERSPECTIVE WEALTH ADVISORS

Professional summary

Jaxon Todd Samsel, who also goes by Jaxon Samsel, is a registered financial advisor currently at PERSPECTIVE WEALTH ADVISORS located in Loveland, Colorado.

Jaxon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jaxon has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jaxon Samsel

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 Jaxon Todd Samsel'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

June 11, 2026 - Present

PERSPECTIVE WEALTH ADVISORS

Office #1: 1615 Foxtrail Drive Suite 260, Loveland, CO 80538
RIA
CRD#: 332574
LOVELAND, CO

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".
PW
PERSPECTIVE WEALTH ADVISORS
PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA
Registered Investment Advisory firm - (9/9/2024 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
Colorado
(6/11/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/1/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/22/2026
Securities Industry Essentials Examination

Current Firm

PW
PERSPECTIVE WEALTH ADVISORS
PERSPECTIVE WEALTH ADVISORS | PERSPECTIVE WEALTH ADVISORS LLC

CRD#: 332574 / SEC#: 801-131075

RIA
Registered Investment Advisory firm - (9/9/2024 Approved)
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Contact information

Main Address
1615 Foxtrail Drive Suite 260, Loveland, CO 80538
Mailing Address
Phone number
(970) 732-7975
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts657
AUM (Assets Under Management)$ 113,069,712

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

PERSPECTIVE WEALTH ADVISORS

CRD#: 332574Loveland, CO 80538

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