Juan Perez Mayo has been Managing Member of Atlas Private Wealth Advisors since April 2016, is a control person of the firm and directly owns between 50% and 75% of it. Juan Perez Mayo holds a Bachelor of Science from Rutgers Business School.
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.
Tony Mayo is Founder and Managing Principal of Atlas Private Wealth Advisors. He splits his time between financial planning for clients and the executive and investment responsibilities of operating the firm.
Juan Perez Mayo’s longest registration is the current one, 12 years at LPL Financial LLC since 2013. Before joining Atlas Private Wealth Advisors in 2016, Juan Perez Mayo was registered through Flagship Harbor Advisors, LLC and Ameriprise Financial Services, Inc.
- – present · 10 yearsRed Bank, NJ · Adviser representative · Firm CRD 283744
- Flagship Harbor Advisors, LLC– · 2 yearsMatawan, NJ · Adviser representative · Firm CRD 155733
- LPL Financial LLCAlso current– present · 12 yearsJohnstown, PA · Adviser representative and broker · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 11 yearsMatawan, NJ · Adviser representative · Firm CRD 6363
Professional designations
Listed by Atlas Private Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Accredited Portfolio Management Advisor℠ (APMA®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Juan Perez Mayo is registered as an investment adviser representative in 2 states. The first approvals date from September 2016; the most recent is Texas, in October 2019.
- New JerseySince 9 September 2016
- TexasSince 21 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 September 2002 |
| Series 7 | General Securities Representative Examination | 27 August 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Juan Antonio Perez Mayo
- CRD
- 4553196
- Firm
- Atlas Private Wealth Advisors · CRD 283744
- Role
- Managing Member
- Office
- 331 NEWMAN SPRINGS RD., SUITE 320, BUILDING 3, 2ND FLOOR, Red Bank, NJ 07701
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2002
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- atlasprivatewealthadvisors.com
Where does Juan Perez Mayo work?
Juan Perez Mayo has been Managing Member of Atlas Private Wealth Advisors, LLC since April 2016, and is a control person of the firm.
Is Juan Perez Mayo a financial advisor?
Yes. Juan Perez Mayo has a current investment-adviser registration in New Jersey and Texas, through Atlas Private Wealth Advisors since September 2016.
How many years of experience does Juan Perez Mayo have?
Juan Perez Mayo has 24 years in the financial industry, since August 2002, across 4 adviser firms.
What exams has Juan Perez Mayo passed?
Juan Perez Mayo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2002. FINRA credited Juan Perez Mayo with the SIE, which began in October 2018.
Where did Juan Perez Mayo work before Atlas Private Wealth Advisors?
Before Atlas Private Wealth Advisors, Juan Perez Mayo was registered through Flagship Harbor Advisors, LLC, December 2013 to August 2016; Ameriprise Financial Services, Inc., September 2002 to December 2013.
Where is Juan Perez Mayo based?
Juan Perez Mayo’s registered office is in Red Bank, NJ.
Is Juan Perez Mayo registered with FINRA?
Yes. Juan Perez Mayo has a current broker registration, under CRD 4553196.
Source: FINRA BrokerCheck
Is Juan Perez Mayo a CFP?
Atlas Private Wealth Advisors lists Juan Perez Mayo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Juan Perez Mayo’s record?
Search CRD 4553196 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Juan Perez Mayo’s full registration record.
