Gail Lynnette Van patten
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you Gail Lynnette Van patten? Claim your profile
Contact this firm
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
15 years in the industry.
- Edward JonesAug 2022 to now
- Gem Prep: OnlineAug 2019 to Jul 2022
- NoneJun 2019 to Jul 2019
- Edward JonesMay 2018 to Jun 2019
- IntralotMar 2018 to May 2018
- Match MgMar 2018 to May 2018
- NoneAug 2017 to Feb 2018
- Compass Public Charter SchoolAug 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
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
- 6945865
- Firm CRD
- 250