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James Robert Patrick

Investment adviser representative at Robert L. Bender, Inc. dba Robert Bender & Associates
13 yearsExperience
1 stateRegistered in
$510.9MFirm assets
47 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Robert L. Bender, Inc. dba Robert Bender & AssociatesJun 2025 to now
  2. Robert Bender & AssociatesJan 2013 to now

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Robert L. Bender, Inc. dba Robert Bender & Associates

$510.9MAssets managed
341Clients
2Advisers
47 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
6184454
Firm CRD
109766
Advisor's SEC record (opens in a new tab)
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