Jason Sampson has been an investment adviser representative at Atlas Private Wealth Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners.
Atlas Private Wealth Advisors, LLC is a Red Bank, NJ firm with $860M under management, 1,223 clients and 14 advisers across 13 offices, as of its July 2026 filing.
Jason Sampson’s longest registration was 3 years at Atlas Private Wealth Advisors (2022–2025). Before joining Atlas Private Wealth Advisors in 2026, Jason Sampson was registered through Fortress Private Wealth.
- – present · under a yearTampa, FL · Adviser representative · Firm CRD 283744
- Fortress Private Wealth– · under a yearTampa, FL · Adviser representative · Firm CRD 336545
Investment adviser representative registrations
Jason Sampson is registered as an investment adviser representative in Florida, since January 2026.
- FloridaSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7526193
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Office
- 315 South Plant Ave, Tampa, FL 33606
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Sampson work?
Jason Sampson is an investment adviser representative registered through Atlas Private Wealth Advisors, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Sampson a financial advisor?
Yes. Jason Sampson has a current investment-adviser registration in Florida, through Atlas Private Wealth Advisors since January 2026.
How many years of experience does Jason Sampson have?
Jason Sampson has 4 years in the financial industry, since April 2022, across 2 adviser firms.
What exams has Jason Sampson passed?
Jason Sampson passed the Series 65 in March 2022.
Where did Jason Sampson work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Jason Sampson was registered through Fortress Private Wealth, July 2025 to December 2025.
Where is Jason Sampson based?
Jason Sampson’s registered office is in Tampa, FL.
Is Jason Sampson registered with FINRA?
No. Jason Sampson has no current broker registration.
How can I verify Jason Sampson’s record?
Search CRD 7526193 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Sampson’s full registration record.
