Haley Brooke Patterson
Investment adviser representative at Aprio Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
Are you Haley Brooke 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Aprio Wealth Management, LLCApr 2024 to now
- J.P. Morgan Securities LLCAug 2022 to Apr 2024
- JPMorgan Chase Bank, N.A.Aug 2022 to Apr 2024
- Goldman Sachs AycoJun 2021 to Aug 2022
- Goldman Sachs AycoJul 2020 to Aug 2020
- Auburn University Office of Academic SupportAug 2019 to May 2020
- Hexagon PpmJun 2019 to Aug 2019
- Hamilton's On MagnoliaJan 2019 to May 2019
- Auburn UniversityAug 2017 to May 2021
- UnemployedMay 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
22 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
- 7400019
- Firm CRD
- 127333