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Jason Sampson

Atlas Private Wealth Advisors

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About Jason Sampson

Jason Sampson is an Investment Advisor Representative with Atlas Private Wealth Advisors. Jason has been registered with the Securities and Exchange Commission (SEC) since 2022 and holds the Series 65 license. Jason is also an owner of Venerable Law, a law firm based in Tampa, FL. Jason focuses on providing financial planning and portfolio management services to individuals and high-net-worth individuals.

Firm Information

Jason Sampson is currently registered with Atlas Private Wealth Advisors. Atlas Private Wealth Advisors is a registered investment advisor based in Matawan, NJ. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have approximately $557.68 million in regulatory assets under management. The firm also offers wrap fee programs.
Atlas Private Wealth Advisors

14 CLIFFWOOD AVENUE

MATAWAN, NJ 07747

$557.68M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Sampson’s Registration & Firm History

NJ

04/12/2022 - Present

Atlas Private Wealth Advisors (MATAWAN NJ)

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Licenses & Designations

IA

Issued 03/20/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Sampson.
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