Jeffrey M Patten
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesMay 2026 to now
- UnemployedJan 2026 to May 2026
- Oxford Wealth GroupJun 2025 to Jan 2026
- UnemployedApr 2025 to Jun 2025
- Walser Wealth Management CompanyAug 2024 to Mar 2025
- Truist BankFeb 2019 to Aug 2024
- BMO Harris BankFeb 2017 to Dec 2018
- Fifth Third BankJun 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5481482
- Firm CRD
- 250