paul phelan

With his comprehensive skill set, JP adds value to our clients and our Firm by connecting and building relationships with leaders in our communities and within the Financial Services Industry.

The rapidly changing landscape of the investment world requires constant attention to compliance, trends and technological advancements. JP’s focus is to find the solutions and valued partners that will continue to enhance our services and the overall client experience.

JP is Securities Licensed, maintaining the FINRA Series 7, 9, 10 and 24 through LPL Financial. He reinforces our philosophy of always having our client’s best interest in mind. He assists with compliance, regulation adherence and legislative changes.

Although JP joined Atlas PWA in May of 2025, his financial services career spans more than 45 years. He has acted in a variety of capacities including Advisor, Paraplanner, Recruiter, Trainer, Compliance Officer, Relationship Manager, Product Manager and Sales Manager. Having recruited, hired, trained and/or overseen 300+ financial advisors, he has chosen to partner with Atlas PWA because he truly believes in our vision, our process and our client relationships. His experience with LPL dates to 2015, which makes him an invaluable resource, liaison and advocate within various departments at LPL.

A lifelong Maryland resident, JP is a graduate of Towson University and the College for Financial Planning’s Certified Financial Planner Program. He enjoys reading, traveling, hiking and kayaking.