Xavier Patino
Investment adviser representative at Nfsg Corporation
18 yearsExperience
1 stateRegistered in
$1.1BFirm assets
18 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Nfsg CorporationSep 2017 to now
- Newbridge Securities CorpJun 2017 to now
- J.P. Morgan Securities LLCOct 2012 to Apr 2017
- JP Morgan Chase Bank NAMay 2008 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Nfsg Corporation
$1.1BAssets managed
3,096Clients
75Advisers
18 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
- 5528139
- Firm CRD
- 130814