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Janice Lee Schneider

Janice L. Schneider

Some features on this profile are disabled
CRD#: 857845
Janice Lee Schneider

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Janice Lee Schneider, CFP®, who also goes by Janice L Schneider, was a registered financial professional .

Janice is a previously registered financial professional and started their career in finance in 1978. Janice had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

What are your service offerings?
Long-term Care
Retirement Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Education Planning
Investment Planning
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
No

Aliases

Janice L Schneider

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)

The CRS(Customer Relationship Summary) document is not provided.

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: 1981

Experience

Past

January 3, 2022 - September 6, 2024

ATLAS PRIVATE WEALTH ADVISORS

RIA
CRD#: 283744
Santa Rosa, CA
Past

November 17, 2010 - July 1, 2022

J L SCHNEIDER & ASSOCIATES

RIA
CRD#: 155129
SANTA ROSA, CA
Past

November 2, 2010 - April 1, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
SANTA ROSA, CA
Past

November 2, 2010 - May 1, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA ROSA, CA
Past

July 8, 1997 - November 2, 2010

PROTECTED INVESTORS OF AMERICA

RIA
CRD#: 6082
SANTA ROSA, CA
Past

May 23, 1989 - November 2, 2010

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
SANTA ROSA, CA
Past

April 12, 1989 - May 4, 1989

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
Past

August 19, 1981 - May 4, 1989

AMERICAN INVESTORS COMPANY

BD
CRD#: 38
Past

May 20, 1980 - September 12, 1981

PROTECTED INVESTORS OF AMERICA

BD
CRD#: 6082
Past

October 4, 1978 - January 4, 1980

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

October 4, 1978 - January 4, 1980

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Past

October 4, 1978 - January 4, 1980

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/7/1990
Uniform Securities Agent 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: 11/16/1985
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 9/26/1978
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/21/1991
General Securities Principal 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)
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)

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#: 283744

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Contact information

(xxx) xxx-xxxx
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