Patrick J Doherty
Investment adviser representative at Edward Jones
11 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
11 years in the industry.
- Edward JonesMar 2026 to now
- Stack SportsJul 2024 to Feb 2026
- Augustana CollegeMay 2024 to Mar 2026
- Sam's ClubMay 2024 to Jun 2024
- UnemployedMar 2024 to May 2024
- Ymca of Iowa Mississippi ValleySep 2023 to Mar 2024
- UnemployedMay 2023 to Sep 2023
- North Central CollegeAug 2021 to May 2023
- UnemployedMay 2021 to Jul 2022
- Saint Mary's University of MinnesotaJan 2021 to May 2021
- UnemployedMay 2020 to Dec 2020
- Loras CollegeAug 2017 to May 2020
- College of DupageDec 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (IA, IL).
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
- 8239193
- Firm CRD
- 250