Jack Patterson is a CFP-designated registered investment advisor at Patterson Investments, INC., based in Davie, FL, with 22 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 132 clients with $77M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$77.0M
Loading...
Location
4801 S University Drive, Suite 219, Davie, FL, 33328
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Patterson Investments, INC.
January 2010 - Present · 16 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
October 2009 - December 2009 · 2 mos
Raymond James Financial Services
July 2005 - October 2009 · 4 yrs 3 mos
Wachovia Securities, LLC
November 2001 - July 2003 · 1 yr 8 mos
State Registrations1 state
FL
Advisor
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.