Unclaimed Profile

Jeffrey Alan Cerny

ATLAS WEALTH MANAGEMENT GROUP, LLC·LAGUNA HILLS, California

Series 7, Series 24, Series 66Clean record22 years registeredATLAS WEALTH MANAGEMENT GROUP, LLC

23046 AVENIDA DE LA CARLOTA, LAGUNA HILLS, CA 92653CRD# 4744213Firm CRD# 173161

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Alan Cerny · LAGUNA HILLS, CA

Registration

CRD #4744213 · ATLAS WEALTH MANAGEMENT GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

REDHAWK WEALTH ADVISORS, INC.

Jun 2020 – present

ATLAS WEALTH MANAGEMENT GROUP, LLC

Aug 2015 – Aug 2020

IRVINE, CA

WILLIAM JORDAN INVESTMENTS, INC.

Aug 2012 – Aug 2017

LAGUNA HILLS, CA

LPL FINANCIAL LLC

Apr 2007 – Nov 2011

IRVINE, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 2004 – May 2007

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · February 20, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLAS WEALTH MANAGEMENT GROUP, LLC

CRD 173161 · SEC 801-96229

AUM

$13M

Regulatory assets under management

Employees

70 client accounts

Services offered by ATLAS WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ATLAS WEALTH MANAGEMENT GROUP, LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAGUNA HILLS?

Browse all registered financial advisors in LAGUNA HILLS, California or claim this profile if it's yours.

Browse LAGUNA HILLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Alan Cerny offer?

Jeffrey Alan Cerny specializes in Financial Planning, Investment Management. Contact their office in LAGUNA HILLS, California for a consultation.

What are Jeffrey Alan Cerny's credentials?

Jeffrey Alan Cerny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Cerny located?

Jeffrey Alan Cerny is based in LAGUNA HILLS, California, working with ATLAS WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the LAGUNA HILLS metropolitan area and surrounding communities.

How does Jeffrey Alan Cerny charge for services?

Jeffrey Alan Cerny's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLAS WEALTH MANAGEMENT GROUP, LLC?

ATLAS WEALTH MANAGEMENT GROUP, LLC has approximately 2 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →