Patrick Michael Moltane
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 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 JonesJul 2023 to now
- State of New YorkAug 2015 to now
- Ja-del, IncMar 2022 to Jun 2023
- Legacy Partners, Inc.Oct 2021 to Jul 2023
- Bunker Film Productions LLCJul 2021 to Jul 2021
- Niagara UniversityJan 2020 to May 2020
- Niagara County Community CollegeJan 2019 to May 2021
- Irish Classical Theatre CompanyOct 2018 to Dec 2018
- Road Less Traveled ProductionsSep 2017 to Nov 2017
- Desbro, Inc.Oct 2016 to Nov 2016
- Celtic Roots YogaJan 2013 to Dec 2019
- D'youville CollegeSep 2011 to Dec 2019
- East Meets West Yoga LLCFeb 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 7779395
- Firm CRD
- 250