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Jesse Weissberger

Atcap Partners, LLC
32 Years of Experience
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M in assets under management.

Atcap Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.75%
$250K - $1.0M2.50%
$1M+2.00%

Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.

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)
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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 · 3 yrs 9 mos
Ceros Financial Services, INC.
July 2022 - Present · 3 yrs 9 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 3 yrs 9 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.