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Jesse Weissberger

Atcap Partners, LLC
32 Years of Experience
Woodcliff Lake, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jesse Weissberger is a registered investment advisor at Atcap Partners, LLC, based in Woodcliff Lake, NJ, with 32 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 349 clients with $200M in assets under management.

Atcap Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
349 clients
Average Client Portfolio
$560K average
Assets Under Management
$195.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Fees are negotiable. Maximum annual fee ranges from 1.75% to 2.75% depending on account value and whether transaction fees are paid by the client or the investment advisor representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Woodcliff Lake, NJ

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2017
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesse works as an insurance agent, dedicating significantly more than full-time hours per month. He also operates under the DBA AW Forte Family Wealth and works as an Investment Advisor Representative (IAR), spending about 10-20% of his time on this.

Employment History
Current Registrations
Atcap Partners, LLC
July 2022 - Present · 4 yrs 3 mos
Ceros Financial Services, INC.
July 2022 - Present · 4 yrs 3 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
National Asset Management, INC.
March 2017 - July 2022 · 5 yrs 4 mos
National Securities CorporationBroker
February 2017 - July 2022 · 5 yrs 5 mos
Morgan Stanley
June 2013 - February 2017 · 3 yrs 8 mos
Morgan StanleyBroker
June 2013 - February 2017 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
April 2008 - June 2013 · 5 yrs 2 mos
Wells Fargo Advisors, LLCBroker
December 2007 - June 2013 · 5 yrs 6 mos
Hsbc Securities (USA) INC.Broker
January 2005 - December 2007 · 2 yrs 11 mos
Hsbc Brokerage (USA) INC.Broker
March 2004 - January 2005 · 10 mos
Alliancebernstein Investment Research and Management, INC.Broker
October 1995 - December 2003 · 8 yrs 2 mos
M.S. Farrell & Company, INC.Broker
October 1994 - June 1997 · 2 yrs 8 mos
Fsg Securities, INC.Broker
July 1994 - October 1994 · 3 mos
Westfield Financial CorporationBroker
April 1994 - July 1994 · 3 mos
Beacon Securities, INC.Broker
May 1993 - January 1994 · 8 mos
Gkn Securities CORP.Broker
April 1993 - May 1993 · 1 mo
State Registrations38 states
ALAZCACOCTDCDEFLGAIAIDKSLAMDMEMIMNMSNCNENJNMNVNYOHOKPARISCSDTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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