Juan A Mayo, CFP

Overview

Juan A Mayo is an insurance agent, a registered representative and an investment adviser representative based in NJ, with 24 years in the industry.

Years in the industry

24

States licensed

19

States registered

33

Carrier appointments

28

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

• Licensed in 19 states
• Registered in 33 states

• Agent
• Life Agent Individual
• Producer
• Series 66
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Lpl Financial LLCCurrent firm
• Atlas Private Wealth AdvisorsCurrent firm
• Lpl FinancialCurrent firm

Employment history since 2002

Carriers

28 active carrier appointments

Book and practice

Firm assets under management on file