JP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
132 clients
Average Client Portfolio
$583K average
Assets Under Management
$77.0M
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Advisor Information
Office location
2655 Lejeune Road, Ste. 909, Coral Gables, FL, 33134
Get directionsRegulatory 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
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
Exams
No exam information available for this advisor.