Jeremy Todd Patton

Familywealth

3 Years of Experience

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Firm Information

Familywealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

367 clients

Average Client Portfolio

$944K average

Assets Under Management

$346.3M

Fee Structure

This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.

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Areas of Practice

Investment Management

Advisor Information

Office location

6170 Research Road, Suite 1001, Frisco, TX, 75033

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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.

Other Business Activities

Jeremy is the President/managing member of Kingdom Capital Partners, LLC, a real estate business. He devotes no time to this non-investment related activity.

Employment History

Current Registrations

Familywealth

March 2022 - Present · 3 yrs 10 mos

State Registrations2 states

TXWA

Advisor

Exams

No exam information available for this advisor.