Jaxon Samsel has been an investment adviser representative at Perspective Wealth Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners. Jaxon Samsel studied at the University of Northern Colorado.
Perspective Wealth Advisors LLC is a Loveland, CO firm with $158M under management, 177 clients and 4 advisers in one office, as of its March 2026 filing.
Jaxon Samsel is a Financial Planning Analyst at Perspective Wealth, helping individuals and their families build financial legacies.
- Perspective Wealth AdvisorsCurrent– present · under a yearLoveland, CO · Adviser representative · Firm CRD 332574
Investment adviser representative registrations
Jaxon Samsel is registered as an investment adviser representative in 2 states. The first approvals date from June 2026; the most recent is Texas, in July 2026.
- ColoradoSince 11 June 2026
- TexasSince 31 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2026 |
| SIE | Securities Industry Essentials Examination | 22 January 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jaxon Todd Samsel
- CRD
- 8242701
- Firm
- Perspective Wealth Advisors · CRD 332574
- Office
- 1615 FOXTRAIL DRIVE, SUITE 260, Loveland, CO 80538
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mypwa.com
Where does Jaxon Samsel work?
Jaxon Samsel is an investment adviser representative registered through Perspective Wealth Advisors LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jaxon Samsel a financial advisor?
Yes. Jaxon Samsel has a current investment-adviser registration in Colorado and Texas, through Perspective Wealth Advisors since June 2026.
How many years of experience does Jaxon Samsel have?
Jaxon Samsel has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Jaxon Samsel passed?
Jaxon Samsel has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in January 2026.
Where is Jaxon Samsel based?
Jaxon Samsel’s registered office is in Loveland, CO.
Is Jaxon Samsel registered with FINRA?
No. Jaxon Samsel has no current broker registration.
How can I verify Jaxon Samsel’s record?
Search CRD 8242701 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jaxon Samsel’s full registration record.