Jaxon Todd Samsel
Investment adviser representative at Perspective Wealth Advisors
10 yearsExperience
2 statesRegistered in
$158MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Perspective Wealth AdvisorsMar 2026 to now
- US BankAug 2025 to Mar 2026
- Foothills Park and Recreation DistrictJul 2025 to Mar 2026
- Medical SolutionsOct 2024 to Aug 2025
- City of Greeley RecreationMay 2022 to Sep 2024
- Scheels All SportJan 2020 to Jun 2022
- Aims Community CollegeAug 2019 to May 2020
- Pb Roche Memorial Batting CagesJan 2017 to Jul 2019
- UnemployedMar 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Perspective Wealth Advisors
Legal name: Perspective Wealth Advisors LLC
$158MAssets managed
177Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8242701
- Firm CRD
- 332574