Jack Harris Patterson
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$138.7BFirm assets
Are you Jack Harris Patterson? 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
17 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jan 2025 to now
- Cambridge Investment Research, Inc.Jan 2025 to now
- Dimensional Fund AdvisorsJul 2023 to Jan 2025
- Northwestern Mutual Wealth Management CompanyJul 2022 to Jun 2023
- Tyler ChathamJun 2022 to Jun 2023
- Northwestern Mutual Wealth Management CompanyMay 2022 to Jun 2022
- Northwestern Mutual Investment Services LLCMay 2021 to Jun 2023
- Northwestern Mutual Life Insurance CompanyMay 2019 to Jun 2022
- Education At WorkMay 2018 to Sep 2018
- Wp Carey School of BusinessJan 2018 to May 2019
- StudentMar 2009 to May 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7098578
- Firm CRD
- 134139