Patrick Michael Jeffs-catone
Investment adviser representative at Ascentis Independent Advisors, LLC
14 yearsExperience
9 statesRegistered in
$2.1BFirm assets
4 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
Experience
14 years in the industry.
- ArimatheaApr 2024 to now
- Ascetis Asset Management, LLCMar 2019 to now
- LPL Financial LLCJan 2019 to now
- Ascentis Independent Advisors, LLCMar 2018 to now
- Golden State Wealth Management, LLCJun 2016 to now
- Redwood Investment Group, IncJun 2012 to now
- LPL Financial, LLCJun 2012 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, MI, NM, NV, TX, UT, WA, WY).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 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
- 5738008
- Firm CRD
- 322879