Jacob Tyler Patterson
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 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
Experience
11 years in the industry.
- Trinity Wealth Securities, LLCJul 2026 to now
- Florida Financial Advisors, LLCApr 2026 to now
- Patterson Pool Fencing LLC dba Protect-a-child Charlotte CountyJul 2022 to now
- Florida Emergency CleaningMay 2021 to Sep 2022
- N/a - Extended TravelMay 2020 to Apr 2021
- Straticon ConstructionJul 2019 to Apr 2020
- University of FloridaJun 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 8251093
- Firm CRD
- 288811