Patrick Joseph Fontana
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James Financial Services Advisors, IncDec 2020 to now
- Raymond James Financial Services Inc.Dec 2020 to now
- ConcurrentDec 2020 to Mar 2023
- Concurrent AdvisorsDec 2020 to Mar 2023
- Wealth Partners AllianceDec 2020 to Mar 2023
- Bank of America,N.A.Jun 2011 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2008 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4202450
- Firm CRD
- 149018