Patrick Tyler Dowell
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1TFirm assets
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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
- Pension consulting
Experience
10 years in the industry.
- Edward JonesMay 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to May 2023
- Goldman SachsApr 2020 to Jun 2021
- UnemployedDec 2019 to Apr 2020
- Baylor UniversityAug 2019 to Dec 2019
- ProtivitiJun 2019 to Aug 2019
- Whispering Pines Golf ClubMay 2018 to Jul 2018
- Baylor UniversityAug 2016 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7252179
- Firm CRD
- 250