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Jesse L Weissberger

Atcap Partners, LLC

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About Jesse L Weissberger

Jesse L. Weissberger is an investment advisor representative who has been working in the industry since 1993. Jesse Weissberger has a Series 7, Series 9, Series 10, Series 63, and Series 65 licenses and is registered with Atcap Partners, LLC in New Jersey. Jesse Weissberger has previously been employed by NATIONAL SECURITIES CORPORATION, MORGAN STANLEY, WELLS FARGO ADVISORS, LLC, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC., M.S. FARRELL & COMPANY, INC., FSG SECURITIES, INC., WESTFIELD FINANCIAL CORPORATION, and BEACON SECURITIES, INC. Jesse Weissberger offers financial planning services to individuals and businesses, as well as portfolio management services. Jesse Weissberger provides market timing services and selects other advisors for clients. Jesse Weissberger is affiliated with Atcap Partners, LLC.

Firm Information

Jesse Weissberger is currently registered with Atcap Partners, LLC. Atcap Partners, LLC is a Rockville, MD-based registered investment advisor with 23 registered representatives and 20 investment advisory professionals. The firm manages approximately $84.2 million in discretionary assets for 288 accounts. Atcap Partners, LLC provides financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors. The firm primarily serves high net worth individuals and individuals other than high net worth individuals, managing $42.6 million and $41.7 million in assets for these client types, respectively. Atcap Partners, LLC participates in wrap fee programs.
Atcap Partners, LLC

1445 RESEARCH BOULEVARD

ROCKVILLE, MD 20850

$84.25M

Assets Under Management

Not reported

Total Clients

22

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Wrap fee based on percentage of assets under management

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Jesse Weissberger’s Registration & Firm History

NJ

07/22/2022 - Present

Atcap Partners, LLC (Woodcliff Lake NJ)

NJ

02/21/2017 - 07/22/2022

NATIONAL SECURITIES CORPORATION (WOODCLIFF LAKE NJ)

NJ

06/14/2013 - 02/10/2017

MORGAN STANLEY (PARAMUS NJ)

NJ

12/03/2007 - 06/18/2013

WELLS FARGO ADVISORS, LLC (FAIR LAWN NJ)

NY

01/01/2005 - 12/03/2007

HSBC SECURITIES (USA) INC. (PLEASANT VALLEY NY)

NY

03/30/2004 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

TN

10/03/1995 - 12/05/2003

ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)

NY

10/21/1994 - 06/25/1997

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

NY

07/06/1994 - 10/28/1994

FSG SECURITIES, INC. (NEW YORK NY)

NY

04/05/1994 - 07/01/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

NY

05/12/1993 - 01/01/1994

BEACON SECURITIES, INC. (NEW YORK NY)

NY

04/28/1993 - 05/10/1993

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2005

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/23/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jesse L Weissberger. Review regulatory record here.
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